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Welcome to Crowd Talk on Crowd Radio! Today's show topic is Baby Boomers Purchasing Power. The Power of the Crowd. Powered by The Marketplace & The Crowd www.themarketplace.us - Topic of discussion on today's Economic Roundtable & The Marketplace show: Economic Importance of a Comprehensive planning
Financial Planning. For the sales professional or business owner, financial planning can be a bit overwhelming. Something to do when I have more money. But the truth is, financial planning is critical to keeping your money and creating the wealth you need for a secure future.
This week's guest is Tammy Swann, Private Wealth Manager and Branch Director for Upstream Investment Partners LLC of San Antonio, TX. This episode is particularly geared to women. You will learn:
The main reasons women seek financial advice.
Some of the financial challenges women today face.
We look forward to the amazing insights Tammy has for us.
Andrea Williams Jones is a native of Baton Rouge, LA and the mother of 3 girls (Danielle, Marchelle and Janelle). She is a graduate of McKinley Senior High and Louisiana State University. Andrea started her sales career upon graduation from LSU and has worked in the sales industry for the past 20 years with the last 12 years in the hotel industry. She has received numerous sales awards from her property management company and eventually turned the knowledge that she acquired from her sales training and experience into starting her business venture, Lagniappe Event and Meeting Planners, LLC. Her creativity and professionalism has made Andrea a sort after event and meeting planner.
Andrea has also expanded her talents to reach the community by utilizing her event planning experience to create special events for women to encourage, edify and strengthen them through their journey in life. She states, “It is important to give back because so much has been given to me." Lagniappe Event and Meeting Planners' mission is to create the ultimate experience for its customers. Professional, Prompt and Courteous Service is our guarantee
Some honors include:
2010-2011, Vice President of Sales and Marketing for the Baton Rouge Hotel Motel Association
2009, Recipient of the Sales and Marketing Executives of Greater Baton Rouge, Sales Excellence Award
2009 & 2010, IHR(Interstate Hotels and Resorts) Sales Excellence Award Cruise Winner
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.
Have you ever considered writing your own will? You may think, "I know what I want – how hard can it be?" Unfortunately, with DIY estate planning, you really do "get what you pay for." Heather Walser addresses the topic of estate planning and why using an estate planning attorney may save you time and treasure in the end.
This is the first episode ever for the ProGrow Show!
Who am I and why should you care? I'm the host, Melody Campbell, of CCSalesPro.com. At CCSalesPro we work with the independent sales professional representing merchant services, cash advance, point of sale, web design, and payroll services.
If you're an independent sales agent - this is the place to come for professional development - the skills that help you to perform at the top of your game. Tune in live to join in the conversation. Come back and listen to the archives anytime for a boost of "rocket fuel"!
Today's topic - Organized Planning.
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.
Will your business be able to continue without you? Will you be able to cash-in without the business crashing in?
When you're building your business it's sometimes hard to envision your exit strategy or that your baby will be able to continue without your leadership. Yet at some point all entrepreneurs will be at the crossroads of a transition in their business either due to the desire to start something new, declining health, declining of interest, or a milestone birthday that signals thoughts of retirement.
Discover how craft a seamless business transition and achieve your goals. Join Hanna Hasl-Kelchner as she interviews guest, Todd Grantham, Wealth Management Advisor who heads up a full financial planning team at Northwestern Mutual. Todd has more than 20 years of experience in the financial services industry and specializes in business succession planning -- helping business owners and professionals achieve their long term goals while protecting those they love.
Tune in to hear his inspiring stories and advice on how to engineer a smooth transition.
This show is sponsored by the Legal Leverage Academy.
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.
Welcome to the Refractive Thinker® Radio Show hosted by the award winning and international bestselling author Dr. Cheryl Lentz, The Academic Entrepreneur.
Meet the scholars of the award winning doctoral anthology series: The Refractive Thinker®, where we focus on getting doctoral research off the coffee table and into the hands of business owners who can benefit from the results. Academic Research Solutions for Business Results.
Join us each week for 30 minutes of thought provoking radio, every Tuesday Morning at 9 am MST, designed to discuss emerging topics in higher education and business. We will meet today’s industry thought leaders and college professors leading the way.
This week’s guests include Dr. Christi Sanders, expert in Municipal State Government Succession Planning; Christi.firstname.lastname@example.org
For additional information regarding the 13x award winning series, The Refractive Thinker®, to learn about doctoral scholars in our community, as well as to purchase books in the series, visit www.RefractiveThinker.com; Books may be purchased in paperback and eBooks, as well as eChapters available on Kindle via Amazon.com
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