EPISODE · Nov 17, 2025 · 33 MIN
EP15 股票傳承與接班的真正難題-羅澤鈺 會計師
from CFP®俱樂部-理財顧問的交流空間 · host 臺灣理財顧問認證協會
台股屢創新高，許多中小企業主、創業者，手上的股權價值早已翻了數十倍，從「面額十元」變成上億資產，但不少人仍不知道自己已是高資產族群。本集邀請羅澤鈺會計師，帶大家從實務角度認識： ● 台股創高下的隱形資產 ● 傳承上最常見的盲點 ● 子女不接班時的經營權問題 ● 為何理財顧問「勇於開口」如此重要 ● 數字算出來，就能真正開始討論傳承 如果你正在協助客戶規劃家庭資產、退休或傳承，這集會帶給你全新的視角與方法。立即收聽，讓你更懂企業主背後的真正需求。 -- Hosting provided by SoundOn
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EP15 股票傳承與接班的真正難題-羅澤鈺 會計師
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This episode is 33 minutes long.
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This episode was published on November 17, 2025.
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