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You work hard in your business. You wear so many hats to keep things going, to keep customers happy, employees on target and engaged and manage all the back end .. not to mention your family and personal needs. Often entrepreneurs find themselves so deep IN their business that they don’t have time to work ON their business. You need to be able to see over the wall to the next level and target the next level. Part of that strategic thinking is around financial planning, maximizing tax situations for today and planning for your future. It is important to stop and take this long term view for a few moments to make some important choices today.
What you will learn:
What is financial planning, really?
What are the biggest mistakes business owners make in retirement options
How can planning for retirement can reduce current taxes
Sameer S. Somal is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. Sameer serves on the Board of Directors of the Philadelphia/Tri-State Financial Planning Association (FPA), is senior financial services leader on industry roundtable discussions, and is an active volunteer at CFA Institute. He is also a Board Advisor and Managing Director of Institutional Education at the iPlan Education Institute in New Delhi, India. A member of the Speakers’ Series at the Johns Hopkins University Carey School of Business, Sameer is a frequent guest lecturer on succession planning, business retirement, diversity, financial planning, entrepreneurship, and leadership.
Estate Planning has changed and grown dramatically in the quarter century that I have been practicing law. This broadcast will focus on the changes since the new millenium and will cover a range of issues including tax, society and the economy in relation to estate plans.
This program is brought to you by "LadyLawyer" Cynthia Rignanese, an attorney licensed to practice law in the State of Florida in the United States. No attorney-client relationship can be based solely on today's program.
Ms. Rignanese may be contacted about individual questions at her office at 863-294-1114.
The Nation Brotherhood Conference of the Nation Of Islam
NATIONAL BROTHERHOOD CONFERENCE OF THE NATION OF ISLAM RADIO PROGRAM
John Baldino @jbalive drops by @DriveThruHR to share his insights on Workforce Planning
DriveThruHR was designed to be a captivating and easy-to-digest lunch discourse that covers topics relevant to HR professionals. Each 30-minute episode features a guest speaker who shares her or his knowledge and experience in human resources. Our hosts and special guest cover a wealth of topics, including HR Technology, Recruiting, Talent Management, Leadership, Organizational Culture and Strategic HR, every day at 12:00 pm Central Time. The radio program is hosted by @williamtincup, @Thehrbuddy @TheOneCrystal & @MikeVanDervort.. The #1 HR show, with amazing HR conversations and follow us on the twitters at @drivethruhr and #dthr.
Dr. Jonas will review a fascinating Advanced Care Planning Symposium he attended at UD last weekend which included an introduction to a new proposed DNR form for Ohio (MOLST form). Grief and loss is the topic of Dr Synonymous Blog this week. Other blogs and tweets may be mentioned as the show moves along. Listen in. Join the chat room.
THE NATIONAL BROTHERHOOD CONFERENCE OF ISLAM RADIO PROGRAM
The National Brotherhood Conference of THE NATION OF ISLAM Radio Program
With the regular season finished, the NBA Playoffs are set to get under way on Saturday. The seeds are set, and we'll go through each first round matchup in both conferences. Outside of Golden State, does any team seem to have an easy matchup in its opening series? With how loaded the Western Conference is, it seems like anything is possible outside of the Warriors advancing.
In the Eastern Conference, the Atlanta Hawks may have the top spot, but the Cleveland Cavaliers have been the better team overall since the All Star break. Do the LeBron-led Cavs have a sweep in front of them in the Boston Celtics? Outside of Atlanta and Cleveland in the first round, like the West, anything seems possible.
Today Debbie Cunningham, attorney at law is joining us to continue the conversation about wills, trusts, and the critical value of planning ahead. We're going to explore the various pre- and post-marital agreements that create agreements that are not 'divorce planning', rather, they provide a guide as to how probate, creditors, bankruptcy, business ownership and more can be handled. Tune in to hear more!
ABOUT PLAID FOR WOMEN:
Plaid for Women radio is produced to give you information, advice and resources to manage “The Business of Life”. Our goal is to help you achieve your goals, get connected, and be heard.
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