Nov 29, 2023
On this episode of Banking on KC, Chuck Maggiorotto, Chief Wealth Officer at Country Club Trust Company, joins host Kelly Scanlon to discuss wealth management. Tune in to discover: 1. What wealth management encompasses and how it can help you achieve your financial goals. 2. Country Club Bank’s approach to wealth management. 3. Common misconceptions about wealth management. 4. Steps you can take now to better position yourself for 2024. The opinions and views expressed in this podcast are those of the speaker and do not necessarily reflect those of Country Club Bank or any affiliate thereof. Unless otherwise indicated, all information provided is effective as of the recording date. All information provided is subject to change. Country Club Bank Wealth Solutions is a general description for the collective wealth management products and services offered by or through Country Club Bank (CCB) including Country Club Trust Company, a division of Country Club Bank. Generally, Wealth Solutions products and services are not insured by FDIC; are not deposits of/nor guaranteed by CCB or any of its affiliates; and may lose value. All information provided is intended to be general in nature and is not advice for use in specific situations. The information provided does not constitute legal, tax, or investment advice. It is for illustrative and discussion purposes only and should not be considered a recommendation. For legal, tax or investment advice, the services of a competent professional person or professional organization should be sought. Some information provided may be obtained from outside sources believed to be reliable, but no representation is made as to its accuracy or completeness. Please note that investments involve risk, and that past performance does not guarantee future results.