Conor Patterson, Mortgage Loan Officer, Establishes The Patterson Group affiliated with CrossCountry Mortgage in Tucson, ArizonaJuly 19, 2022
Marc Beshears, Entrepreneur and Founder of Top Wealth Agenda, Interviewed on Influential Entrepreneurs PodcastJuly 13, 2022
Homes for Heroes Teams with Element Home Loans in Miramar Beach, Florida Area to Help More Local HeroesJuly 11, 2022
Bob Chitrathorn, Co-Founder of Simplified Wealth Management, was Interviewed on Influential Entrepreneurs Podcast About Making Wise Decisions Related to Retirement SavingsJuly 6, 2022
Merrit Strunk, President of Momentum Financial and Insurance Services, Interviewed on Podcast About His Book “Your Retirement (UN)Broken”July 6, 2022
Charles “Walt” Wilson, Retirement Strategist, Interviewed on Influential Entrepreneurs Podcast Discussing Permanent Life Insurance Strategy for Stretching Retirement FundsJuly 1, 2022
Charles “Walt” Wilson, Retirement Strategist Discussing the Key Employee Benefits Strategy, Interviewed on Influential Entrepreneurs PodcastJune 29, 2022
Nick Bour, Founder and CEO of Inspire Wealth, Announces New Podcast on The Business Innovators Radio Network called “The Inspired Business Leaders Podcast”June 29, 2022
Sybil Ackerman-Munson, Donor Advisor and Founder of Do Your Good, Interviewed on Influential Entrepreneurs PodcastJune 21, 2022
Tim Corrigan, Owner of the Health Plan Superstore Interviewed on Influential Entrepreneurs PodcastJune 21, 2022
Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing the Family Office Client Experience, Interviewed on Influential Entrepreneurs PodcastJune 20, 2022
Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing the Importance of Tax Elimination Strategies Prior to Wealth Distribution, Interviewed on Influential Entrepreneurs PodcastJune 20, 2022
Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing Investments vs. Insurance for Wealth Accumulation, Interviewed on Influential Entrepreneurs PodcastJune 15, 2022
Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem, on Business PodcastJune 15, 2022
Paul Fokken with 401(k) Maneuver Discussing How Employers Can Reduce Risk of 401(k) Lawsuits and FinesJune 10, 2022
Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs, Interviewed on Influential Entrepreneurs PodcastJune 10, 2022
Paul Fokken with 401(k) Maneuver Discussing How to Give Employees the Private, Independent 401(k) Advice They Want, Need & DeserveJune 6, 2022
