• The Prism Financial Group with Tim Shmidl CFP ®, CRPC

  • 2024/12/17
  • 再生時間： 21 分
  • ポッドキャスト

The Prism Financial Group with Tim Shmidl CFP ®, CRPC

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  • This week on the Mize Breakroom, Marc sits down with Prism Founder, Tim Shmidl CFP ®, CRPC. Tim talks about the history of the Prism Financial Group and working with Mize CPAs. We also get a peek into how Tim's father influenced him and helped Tim discover his passion for financial planning.

    For more information about Prism Financial Group visit www.prismfg.com or email Breakroom@mizecpas.com

    For more information about Mize visit www.mizecpas.com

    The Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs and produced by Mize CPAs.

    Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast is for general information purposes only and is not intended to constitute legal or technical accounting tax consulting and or professional advice that may apply to your specific business. The Listener is encouraged to consult counsel and their accountant before making decisions or taking any action concerning the matters in this communication to address the recipient particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.
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あらすじ・解説

This week on the Mize Breakroom, Marc sits down with Prism Founder, Tim Shmidl CFP ®, CRPC. Tim talks about the history of the Prism Financial Group and working with Mize CPAs. We also get a peek into how Tim's father influenced him and helped Tim discover his passion for financial planning.

For more information about Prism Financial Group visit www.prismfg.com or email Breakroom@mizecpas.com

For more information about Mize visit www.mizecpas.com

The Breakroom is hosted by Marc Swearengin, Business Development Director at Mize CPAs and produced by Mize CPAs.

Mize CPAs is not a law firm and does not provide legal advice. The information shared in this podcast is for general information purposes only and is not intended to constitute legal or technical accounting tax consulting and or professional advice that may apply to your specific business. The Listener is encouraged to consult counsel and their accountant before making decisions or taking any action concerning the matters in this communication to address the recipient particular facts circumstances position business considerations or other unique relevant matters as well as to evaluate any applicable federal state or local laws.
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