Title: “Choosing the Right Tech”
Guest: Laura Holt – WealthTech Matchmaker
Interviewer: Phil Sharkey – The Hire Authority
Title: “Choosing the Right Tech”
Guest: Laura Holt – WealthTech Matchmaker
Interviewer: Phil Sharkey – The Hire Authority
Title: “Money Mindset Matters“
Guest: Leisa Peterson – WealthClinic
Interviewer: Jonathan Freedman – Mage LLC
Title: “Redefining and Reframing Finances”
Guest: Ruchi Pinniger – Watch Her Prosper
Interviewer: Jeffrey Davis – Mage LLC
Title: “Making Financial Services Accessible”
Guest: Jack Boudreau – Habits
Interviewer: Jeffrey Davis – Mage LLC
Title: “Supporting Entrepreneurs with Financial Services”
Guest: Ben Risser – Provident Financial Services
Interviewer: Jeffrey Davis – Mage LLC
Title: “Revealing the Secrets to Family Business Success: 2024 Building Your Great Family Business” Late Winter 2024 FBA Panel [Part 4 of 4]
Panelists: Aviva Sapers – Sapers & Wallack, Lloyd Granoff – Granoff Associates, Stephen Wilchins – Wilchins, Cosentino & Novins, Richard Hirschen – Gray, Gray & Gray.
Moderator: Jeffrey Davis – Mage LLC
Title: “Made-for-You Wealth Management”
Guest: Jessica Grande – LEVATUS Wealth Services
Interviewer: Jonathan Freedman – Mage LLC
Title: “Female-Focused Financial Support”
Guest: Kendra James Anderson – The Finance Femme
Interviewer: Jonathan Freedman – Mage LLC
Title: “Supporting Financial Wellness”
Guest: Jordan Smith – Sapers & Wallack
Interviewers: Jonathan Freedman – Mage LLC, Evan Macedo – Sapers & Wallack
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