1. Buying Term Insurance Just Until the Kids Are Out of the Home


    from Jeanne Brutman Added 13 0 0

    Jeanne Brutman Presents Live: What Financial Planners Won't Tell You… One of the Most Common Retirement Mistakes… Presented at Hudson Valley Estate Planning Council Dinner Culinary Institute of America October 15th

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    • Introducing Jenn Burrows


      from Georgia Lane Added 0 0 0

      Jen has worked in banking and finance for more than 25 years. Her passion is for helping small business owners, young families or pre-retirees to build and protect their wealth. Self-managed super, shares and gearing are particular interests. Jen and her husband Andrew love the Sunshine Coast lifestyle. In her spare time she enjoys reading and playing the piano.

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      • If It Bleeds, It Leads - Ogorek Wealth Management LLC


        from Ogorek Wealth Management LLC Added 39 0 0

        One way to protect yourself against people who not only claim to be able to forecast future mayhem, but tell you how to profit from their predictions is to ask yourself the question - "what's in it for them?"

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        • Intellectual Property Is Worth a Lawsuit


          from Jeanne Brutman Added 8 0 0

          Jeanne Brutman Presents Live: Reasons Not to Buy the Business that Your CPA or Attorney May Not Tell You. Presented for Continuing Education Credit for CPA's at Regus Suites, 1250 Broadway, NYC May 15th

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          • Liquidity Is King


            from Jeanne Brutman Added 17 0 0

            Jeanne Brutman Presents Live: Estate Planning Mistakes Presented to NYSSCPA Hudson Valley Chapter The Powelton Club, Newburgh, NY May 7th

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            • How Do I Find A Good Financial Adviser? Episode #3 Peter Ziggy - Money DOES Grow On Trees on GRTV


              from Peter Ziggy Added 0 0 0

              Many people find it hard to find someone they can trust, let alone find someone who could give them financial advice that's in their best interests. In this episode, Ziggy gives some of his tips in finding a good adviser.

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              • A Number is Not a Plan - Ogorek Wealth Management LLC


                from Ogorek Wealth Management LLC Added 21 0 0

                Creating and maintaining a financial plan can be a real effort. The payoff is that you have reasonable assurances that you will not outlive your money, and are managing the full array of risks that can tank your lifestyle. People without a plan often substitute a number for a plan.

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                • Adviser Intelligence - Product Explainer


                  from Crispe Added 215 25 0

                  A video I created with The National Grid for Adviser Intelligence. Adviser Intelligence is a finance technology platform that takes care of everything, design by financial planners, for financial planners. Agency: The National Grid (www.thenationalgrid.com.au) Agency Art Direction: Simon Barrett Design, Illustration & Animation: Me (www.crispe.net)

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                  • Business Valuations


                    from Jeanne Brutman Added 10 0 0

                    Jeanne Brutman Presents Live: What to Look for When Buying a Business that May Be Overlooked by Your Professionals Presented to Flushing Bank New York, NY Nov 21st

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