The Optimal CFO Loie Watkins Reveals New Trend in Virtual Accounting Solutions for Private Schools on Influencers RadioJanuary 21, 2022
New Book Featuring Insights From Elder Law and Estate Planning Attorneys Hits Amazon Best Seller ListDecember 23, 2021
Rick Mosley, President of Black Pearl Insurance Solutions, Interviewed on Influential Entrepreneurs Podcast About Creating an Income Stream for LifeDecember 20, 2021
Eric Fritzke and The Trinity Team at Keller Williams Preferred Realty, Announces the New Trinity Team Investment Advisory Division and Investment ClubDecember 20, 2021
Deirdre Van Nest, Creator of the Crazy Good Talks® Blueprint, Interviewed on Influential Entrepreneurs Podcast About Helping Advisors Create a Memorable MessageDecember 20, 2021
Carey (Mac) Hanna Interviewed on Influential Entrepreneurs Podcast About Leaving Money to Loved Ones.December 17, 2021
Rick Mosley, President of Black Pearl Insurance Solutions, Interviewed on Influential Entrepreneurs Podcast About Using an Annuity to Grow a Lump Sum Cash DistributionDecember 16, 2021
Brandon Galici, CFP®, Founder of Galici Financial, Interviewed on Influential Entrepreneurs Podcast.December 15, 2021
Carey (Mac) Hanna Interviewed on Influential Entrepreneurs Podcast -Should an Annuity be Part of a Retirement Portfolio?December 13, 2021
Randy Crabtree, Co-Founder and Partner of Tri-Merit Specialty Tax Professionals, Interviewed on Podcast About Helping CPAs Benefit from Tax Credits and IncentivesDecember 10, 2021
Jamie Bosse Author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future Interviewed on Influential Entrepreneurs PodcastNovember 30, 2021
Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Putting the Financial House in OrderNovember 19, 2021
Don Purcell CPA, Certified Kingdom Advisor and Founder of Clarity Business Coaching Interviewed on Influential Entrepreneurs Podcast.November 18, 2021
New Book Providing Insights on Financial Freedom for Women, “Mind of Gold,” Hits Amazon Best Seller ListNovember 18, 2021
David DeCelle, President of Model FA, Interviewed on Influential Entrepreneurs Podcast About Helping Advisors Create a Memorable Client ExperienceNovember 15, 2021
Goran Milic with Tesla Wealth Management Interviewed on Influential Entrepreneurs Podcast About Social Security Claiming OptionsNovember 15, 2021
Bryan Daly Founder of New Life Financial Alliance and Fee-Based Fiduciary Financial Planner Interviewed on Influential Entrepreneurs Podcast.November 11, 2021
