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Interview with Rexford Cattanach, President of Keats Group Discussing Working with CPAs on Business Succession
Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implemen…
1 year, 7 months ago
Interview with Leo Climaco, Business Acceleration Specialist Discussing His Book, Align & Unleash The Way to Your Truth-Frame maps
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC…
1 year, 7 months ago
Interview with Jennifer Surmacz Founder of Posterity Legal Discussing Relationship Generational Wealth
Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into …
1 year, 7 months ago
Interview with David Smart, CEO of Smart Benefit Group Discussing Tax-Free Retirement Solutions
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach …
1 year, 7 months ago
Interview with Rexford Cattanach, President of Keats Group Discussing Tax Planning for High Net Worth Clients
Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implemen…
1 year, 7 months ago
Interview With Chris Patterson, Retirement Income Strategist Discussing Tax Risk
Chris is a CPA/retirement strategist/basketball coach/husband/father!
He has been assisting clients with tax and retirement income strategies for over…
1 year, 7 months ago
Interview with Leo Climaco, Business Acceleration Specialist Discussing His Book, Align & Unleash The Way to Your Truth-The Core 4
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC…
1 year, 7 months ago
Jamal Ahmed – King Of Data Protection – Mark Stephen Pooler
Jamal Ahmed, dubbed the “King of Data Protection” by the BBC, is a renowned global expert and passionate advocate for data privacy rights. With a pra…
1 year, 7 months ago
Interview with Paul Castner, President of C & K Healthcare Advisors Discussing Life Insurance
Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services …
1 year, 7 months ago
Interview with Leo Climaco Business, Acceleration Specialist Discussing His Book, Align & Unleash The Way to Your Truth-Embracing the Code
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC…
1 year, 7 months ago