Financial Planning Considerations for Business Executives

Episode 47 - Regions Wealth Podcast Series

Executives face busy work schedules and numerous demands on their time, making it difficult for many to address their personal financial needs. And while most executive compensation packages provide a unique opportunity to build long-term wealth, having financial guidance that’s strategic, smart, and customized is essential to success. In this episode of Regions Wealth Podcast, Private Wealth Planner Bill Scofield joins us to discuss wealth management considerations for executives, from unique tax considerations to legacy planning.

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Meet the Speaker

Bill ScofieldBill J. Scofield is a Wealth Planner at Regions Private Wealth Management. He brings to our team more than 27 years of wealth planning and financial services experience, the past seven with Regions. Bill delivers sophisticated financial and estate planning solutions to corporate executives, business owners, professionals, and high net worth individuals and families. In addition to earning his law degree, Bill is also a CERTIFIED FINANCIAL PLANNERTM professional.

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Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.

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