PlanStrongerTV™

Episode 505: Family Business

Family Business

David Holland, CPA, CFP®, is joined by father and son, Kurt and Michael Mortenson. Both CFP® Professionals, Kurt and Michael offer their perspectives on roles and relationships in a family business. Our Panel of CFP® Professionals explores how to balance business and personal financial planning in this episode of PlanStrongerTV™.

Guests Featured in this Episode


Shardea Ages
Shardea Ages
Akeiva Thomas
Akeiva Thomas
Kamila McDonnough
Kamila McDonnough
Kurt Mortenson
Kurt Mortenson
Michael Mortenson
Michael Mortenson

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