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Jack BenAry CFP, CLU, CAP MassMutual Financial Group 415-871-2102 JP Leddy Dev. Manager Open House www.openhouse-sf.org Sponsors Aguilar Legal www.agslaw.com Off the Grid www.offthegridsf.com Shelia Simon https://sheliasimon.myrandf.biz Amba Johnson- http://donatetodreamcatchers.org/about-us/ Aspyr Communications PR aspyrcommunications.com Shields Interiors shieldsinteriors.com Papi Chulo Salsa papichulosalsa.com/ Bethany Webster Inc bethanywebster.com/ Favao
Many clients believe that giving to charity means that there will end up being less money for themselves and their family. As Greg Hammond, CFP® discusses with Ellen Rogin in this AdvisorRadio episode, that is a false belief, and one that leads to regret when at the end of life, clients feel like they have made no impact in their communities and in the world. This interview will give you insight into how to bring up the often tricky subject of philanthropy, and how to leave clients confident that they will leave a legacy to be proud of.
Kennebunkport, ME – We’ve all heard the horror stories of people who were unable to retire because they didn’t plan. Indeed, successfully building for retirement requires consistent planning; starting as young as possible puts time on your side. It should be used. Certified financial planner William Leffler is dedicated to helping clients create a retirement vision and plan that sets them on the right path as early as possible. Leffler is vice president of Moneywatch Advisors
Thank you for joining us on The Michael Dresser Show! Today we welcome these guests to our show:
Scott Leonard, CFP: Author of "The Liberated CEO: The 9-Step Program to Running a Better Business so It Doesn't Run You," http://www.liberatedceo.com
Karen Kang: Author of "Branding Pays: The Five-Step System to Reinvent Your Personal Brand," http://www.brandingpays.com
Greg Mumm: Author of "Hate Exercise Less: Lose Weight, Gain Energy," http://www.HateExerciseLess.org
Deborah Mitchell: Author of "Growing Up Godless: A Parent's Guide to Raising Kids Without Religion," http://www.raisingkidswithoutreligion.net
John Joseph Creek: Author of "I See Only Your Perfection: Turning Away From Ego," http://www.Facebook.com/ISeeOnlyYourPerfection?ref=hl
Hogan Hilling: Author of "When Divorce Do Us Part: How to Live and Love Again," http://www.thedivorceguru.com
Thank you for joining us today on The Michael Dresser Show!
Ryan Mumy, CFP, AIF® joins me on the show today to discuss how he has grown his qualified plan business by using the team approach.
Ryan's Qualified Retirement Plan division works closely with plan sponsors & CPA Audit firms to ensure compliance with the new (and old) ERISA & Department of Labor requirements. In many cases they can lower the workload required at the company level, limit the liability a Responsible Plan Fiduciary can face, & reduce a plan's overall cost.
Join us to learn how he has done it!
Today, Host Melody Campbell, will present a mix bag of interesting information. She'll talk about her latest adventure in acadamia with her Masters Degree in Internet Marketing. Listen as she describes her systematic approach to small business marketing. Mid-way through the show Melody will welcome her guest Kimberly Foss. Today we're talking about Wealth Management with Kimberly Foss. Kimberly Foss CFP®, CPWA®, the founder and president of Empyrion Wealth Management Inc., has
A featured author in the international best selling book, “The Live Sassy Formula”, and in CFO Magazine, Dr. Crystal D. Gifford, CFP®, known as “The Monetization Maven” and “The Wealth Doctor” guides speakers, authors, and coaches to a life of financial freedom by helping them create the Massive Revenue Strategy ™ for their business and their lives through her Residual Revenue Roadmap™. Her dedication to helping others create the freedom
BUSINESS CREDIT RADIO is honored to welcome back Dr. Roger Torneden, Ph.D., CFP®. the Director of Business, Management and Legal Programs at the University of California – Los Angeles Extension (UCLA Extension). Roger Torneden was educated at the New York University Stern School of Business (Ph.D.) and the University of Kansas (M.S. and B.S. in Operations Research and Industrial Administration, respectively), he combines an interest in global economic history with international busine
Sophia Bera, CFP® is the Founder of Gen Y Planning and is passionate about providing comprehensive financial planning to people in their 20s and 30s across the country in a fun and accessible way. She is a contributor for AOL’s Daily Finance website and has been quoted on various websites and publications including Forbes, Business Insider, Yahoo, Money Magazine, InvestmentNews, and The Huffington Post. She was named one of the “Top Financial Advisors for Millennials” by
Donna Skeels Cygan, CFP ®, MBA A Certified Financial Planner® professional and a Registered Investment Advisor since 1998, Donna Skeels Cygan is the President of Sage Future Financial, LLC. As a fee-only financial advisor, she does not earn commissions, which eliminates potential conflicts of interest. She is the author of The Joy of Financial Security, which provides strategies for attaining financial security and greater happiness. A premise of the book is that although money does n
National Seminar, Author and Consultant Paul Mladjenovich speaks on the economy and deficit on our radio tonite. .He is a CFP, writer, speaker and author of Stock Investing for Dummies and other books. He shows how the free markets can solve alot of our nations problems. For more information about his seminars go here. http://www.ravingcapitalist.com/paulmlad/ravingcapitalist/ http://www.youtube.com/watch?v=kVWCO8nt_OMNational Watch the show here. http://www.youtube.c