Blog Archives
Marilyn Suey
Address: 6680 Sierra Lane Dublin, OH 94568 Phone: (925) 803-1880 E:mail: msuey@diamondgroup.net Bio: Marilyn Suey Marilyn is a business consultant and provides coaching for her planning clients. In addition, she uses her business and personal experience to provide the best ideas for charities and their donors on all facets of charitable gifting and retirement planning.
Sal Salvo
Address: 4 Campus Drive; 2nd Floor Parsippany, NJ 07054 Phone: (973) 285-3580 E:mail: ssalvo@sfr1.com Bio: Sal Salvo Education: Fairleigh Dickinson University Specialization: Investment Strategies Family Wealth Counseling Estate Planning Financial and Retirement Planning Insurance Structuring Business Experience: Co-founder, Principle and Senior Partner/Owner, Summit Financial Resources, Inc. Co-Founder of The Institute for Family Wealth Counseling, think
Rodney Piercey
Address: 1000 Hart Road; Suite 300 Barrington, IL 60010 Phone: (224) 848-4644 E:mail: Rodney_donor_motivation@pierceyassociates.com Bio: Rodney Piercey Offering objective, comprehensive legal solutions to provide protect, preserve, and prepare, the team at Piercey & Associates, Ltd. eliminates creditor sources, significant taxes, and expenses for private clients in the context of their unique financial fingerprint. Through a
Dan Wachs
Address: 141 West Jackson Blvd. Suite 1340A Chicago, IL 60604 Phone: (312) 264-4345 E:mail: DWachs@WachsFinancialGroup.com Bio: Dan Wachs Daniel was born and raised in Milwaukee, WI. He graduated from the University of Wisconsin, Milwaukee with a degree in Business, Marketing. Daniel is the founder of Perpetual Wealth Management, LLC and Your Life Dash, LLC with
Mike Skrpnek
Address: 500 4th Ave. S.W. Suite 1100 Calgary, AB T2P 2V6 Phone: (403) 695-1412 E:mail: mike.skrypnek@richardsongmp.com Bio: Mike Skrpnek Mike Skrpnek, author of “Philanthropy; an inspired Process”, is an expert in guiding families in their personal journey to realize a bigger impact in their lifetimes and beyond. Through his INSPIRED Process™, estate and legacy planning
Dennis Branconier
Address: 21515 Hawthorne Blvd.,Suite 500Torrance, CA 90503 Phone: 310-530-5525 x129 E:mail: dennis@madvisory.com Bio: Dennis Branconier Dennis Branconier is a financial educator, consultant and speaker on family wealth succession planning based in Torrance, California. For over 23 years he has advised individuals and families in achieving clarity of purpose, tax-wise wealth preservation and transfer, and charitable
Bill Eckert
Address:4000 W. 114th Street, Suite 180 Leawood, KS 66211 Phone: (913) 322-9177 E:mail: beckert@htk.com Bio: Bill Eckert is a well-known financial educator in Kansas City. Since 1987, Bill has counseled over 1,000 families on advanced strategies to help increase their incomes and reduce their taxes. In many cases, families have completely eliminated estate taxes. Bill
Michael Slaughter
Address:341 North Caswell Road, Charlotte, NC 28204 Phone: (704) 372-5520 E:mail: mike@thecaswellgroup.com Bio: For over 30 years, R. Michael Slaughter’s financial consulting practice has focused on retirement, estate and tax planning strategies. Mike is President of Retirement & Estate Planning Services, Inc. Mike received his Bachelor’s Degree from the University of North Carolina at Chapel
Keith Thomson
Address:15 York Street, Second Floor, Toronto, Ontario, M5J 0A3 Phone: (416) 681-7152 E:mail: KThomson@stonegatepc.com Bio: Keith Thomson is an internationally recognized financial educator, radio personality, author, and speaker. He has been featured in a number of publications, including Canadian MoneySaver, CA Magazine and Gift Planning in Canada. His article titles include "Effective Philanthropic Planning –
Scott Keffer
Address: 2535 Washington Road, Suite 1120, Pittsburgh, PA 15241 Phone: (412) 854-7860 E:mail: scott@scottkeffer.com Bio: Scott Keffer is an internationally recognized financial educator, speaker and lecturer, whom you may have seen interviewed by Bill Flanagan on KDKA TV’s Sunday Business Page, WPXI TV’s Region’s Business and on Eleanor Schano’s AgeWise program on PBS. Keffer is