Title: “Preparing for 2025”
Guest: Brian Nagle – Family Business Association (FBA) & Citizens Private Wealth
Interviewer: Jeffrey Davis – Mage LLC
Trusts & Estates
“Protecting a Business From Divorce” with Lisa Cukier of Rubin and Rudman
Title: “Protecting a Business From Divorce”
Guest: Lisa Cukier – Rubin and Rudman
Interviewers: Jeffrey Davis – Mage LLC, Marc Z – Marc Z Legal Staffing
“Get Your Estate in Order Now” with Melissa Sydney of Tarlow Breed Hart & Rodgers
Title: “Get Your Estate in Order Now”
Guest: Melissa Sydney – Tarlow Breed Hart & Rodgers
Interviewer: Jeffrey Davis – Mage LLC
“A Powerful Partnership in Insurance & Estate Planning” with Appel Insurance Advisors
Title: “A Powerful Partnership in Insurance & Estate Planning”
Guest: David Appel – Appel Insurance Advisors
Interviewer: Jeffrey Davis – Mage LLC
“Trusts for Entrepreneurs” with Fiduciary Trust Company
Title: “Trusts for Entrepreneurs”
Guest: Christopher Shepler – Fiduciary Trust Company
Interviewers: Jeffrey Davis – Mage LLC, Marc Z – Marc Z Legal Staffing
“Trusts & Selling Your Business” – FBA Panel Discussion – Winter 2021 Edition – PART THREE
Panelists: Stephen Wilchins – Wilchins Cosentino & Novins, Bob Rosenfield – JN Phillips Auto Glass & CapeVista Capital, and Dale Sands & Chris Perry – Northern Trust
Host: Jeffrey Davis – MAGE LLC
“Trusts & Selling Your Business” – FBA Panel Discussion – Winter 2021 Edition – PART TWO
Panelists: Stephen Wilchins – Wilchins Cosentino & Novins, Bob Rosenfield – JN Phillips Auto Glass & CapeVista Capital, and Dale Sands & Chris Perry – Northern Trust
Host: Jeffrey Davis – MAGE LLC
“Trusts & Selling Your Business” – FBA Panel Discussion – Winter 2021 Edition – PART ONE
Link To Guests' Websites: WCN | Northern Trust | JN PhillipsTitle: "Trusts & Selling Your...