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The Family Financial Plan

The Family Financial Plan

Sponsored by:

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Invest in Family

In this episode we focus on a multigenerational business. We look at the drive, the hard work and the passion that it takes to start a business and build your legacy. We talk to mother Denise Shelton and daughter Shawn Nance about financial planning, building relationships with multiple banks and the importance of involving the next generation as part of your succession plan. Join us for the premiere June 2, 8pm EST. 

Featured Speakers

Linda Spradley Dunn

CEO & Founder
Odyssey Media.

Denise Shelton

Denise Shelton

Chairman / CEO
Community Bridge Inc.

ShirleyAnn Robertson - Financial Professional

ShirleyAnn Robertson

Financial Professional

Shawn Spencer

Shawn Nance

President of Community Bridge Inc.

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