Welcome to the 'Imagine That' podcast, a series of conversations about what matters most. Host Greg Weimer, CEO of Confluence Financial Partners, interviews some of the brightest minds around to help you learn to invest in yourself and take practical steps to get where you want to go. Whether you want to learn more about financial planning, nutrition, leadership — or you just need a motivational boost — this podcast exists to inspire you to live a well-planned life. • Confluence Financial Partners • 732 E McMurray Road McMurray, PA 15317 • Phone: 844.500.4655
In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Rachel White, Development & Communications Manager at South Hills Interfaith Movement (SHIM). Together, they dive into the heart behind “Confluence Coats for Kids,” an initiative aimed at providing children with a crucial yet often overlooked necessity: a warm coat.As parents, friends, and members of a community, we all strive to equip our children with the tools for success. Sometimes, it begins ...
25 Jul 2024
Estate Taxes: What You Can Control
In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Gregory Weimer, CFP®, CPA, President and COO, and Randy Holcombe, CFP®, Director of Wealth Planning, to discuss "Estate Taxes: What You Can Control."
In the next two years, you're going to hear a lot about estate taxes and estate tax exclusion. Greg, Gregory and Randy discuss the "recipe" for giving to your heirs without overpaying in taxes.
Tune in to learn how Estate Tax Planning can help you maximize your life and legacy.
25 Jun 2024
Finding Opportunities in Life's Transitions
In the latest episode of the Imagine That podcast, Greg Weimer, host and CEO, sits down with Katie Montagazzi, CFP®, Director of Marketing, to discuss “Finding Opportunities in Life’s Transitions.”
At Confluence, we strive to help our clients navigate life’s changes and turn challenges into opportunities. As such, Greg and Katie discuss “the river of change” and ways in which we can overcome the challenges that come with working through transitions in life and career.
Tune in to learn how navigating life's transitions well can help maximize your life and legacy.
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