Throughout my career at Parsec, I have had the opportunity to join our founder, Bart Boyer, at several client appreciation dinners. During these events, Bart would famously review the current economic environment and discuss how to build long-term generational wealth. Without fail, he always reminded clients that “there are only two ways to build wealth: …
Watch our Strategic Giving Seminar by Parsec Partner Michael Ziemer and Foundation For The Carolinas Vice President Whitney Feld. Scroll down to watch the replay and/or view the presentation.
Watch other replays from our event: parsecfinancial.com/longevity-forum
Charlotte Business Journal featured Parsec Financial in both of its 2022 lists of largest Charlotte-area wealth management firms and financial planning firms.
Parsec Partner Michael Ziemer shares a strategic approach to family wealth.
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