Aug 19 2024 23 mins 11
Brent chats with Cody Cassidy about the importance of holding family meetings. They discuss why a meeting can set the tone for a family’s financial success. They also share tips and best practices for planning, holding, and following up on those meetings.
Cody Cassidy, CFP®, is an advisor and a Shareholder at TCI Wealth Advisors. He works with multiple teams to deliver research/analysis and strategic planning tools for clients.
Cody has worked across a number of sectors, both public and private, including politics, health care, higher education and finance. He earned his undergrad and graduate degrees from the University of Arizona, and is a proud member of the Wildcat family. By far the most rewarding part of his career has been to join TCI and having the opportunity to help people achieve their life goals.
Cody is passionate about his family, his life and his work. He enjoys spending time with his wife, Ava Clare, and their two children. He also enjoys Tae Kwon Do, weight lifting at the gym, running and reading.
Cody can be found here: Cody Cassidy, CFP® – TCI Wealth
This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.
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