Spotlight on Richard Wallner of Lakeside Financial, LLC. The Total Counselor Allen Margulis and Rich Wallner discuss Investments, Insurance and the “need behind the need”. A great conversation as we expand the Minds Around the TableTM
Spotlight on Richard Wallner of Lakeside Financial, LLC. The Total Counselor Allen Margulis and Rich Wallner discuss Investments, Insurance, the “need behind the need” and "plan, plan and when your done plan some more". A great conversation as we expand the Minds Around the TableTM
Spotlight on Richard Wallner of Lakeside Financial, LLC. The Total Counselor Allen Margulis and Rich Wallner discuss Investments, Insurance and the “need behind the need”. A great conversation as we expand the Minds Around the TableTM
Spotlight on the Trust Coach Tim Borchers of Borchers Trust Law Group. The Total Counselor Allen Margulis and Tim Borchers discuss "Hot Property" and how to protect it. Dealing with the family vacation property or that asset families want or think they want to transfer to the next generation. Hear what Tim's AUGUST acrononym stands for and threat of the 5D's. A great conversation as we expand the Minds Around theTable TM
Spotlight on the Trust Coach Tim Borchers of Borchers Trust Law Group. The Total Counselor Allen Margulis and Tim Borchers discuss "Hot Property" and how to protect it. Dealing with the family vacation property or that asset families want or think they want to transfer to the next generation. Hear what Tim's AUGUST acrononym stands for and threat of the 5D's. A great conversation as we expand the Minds Around theTable TM
Spotlight on the Trust Coach Tim Borchers of Borchers Trust Law Group. The Total Counselor Allen Margulis and Tim Borchers discuss "Hot Property" and how to protect it. Dealing with the family vacation property or that asset families want or think they want to transfer to the next generation. Hear what Tim's AUGUST acrononym stands for and threat of the 5D's. A great conversation as we expand the Minds Around theTable TM
Spotlight on the Trust Coach Tim Borchers of Borchers Trust Law Group. The Total Counselor Allen Margulis and Tim Borchers discuss "Hot Property" and how to protect it. Dealing with the family vacation property or that asset families want or think they want to transfer to the next generation. Hear what Tim's AUGUST acrononym stands for and threat of the 5D's. A great conversation as we expand the Minds Around theTable TM
The Total Counselor Allen Margulis Takes a tour of taxes, economic impact for everyone and is joined in the studio by Alex Luvisi from ADP to further the discussion on payroll athe options available to small businesses. A great conversation as we expand the Minds Around theTable TM
The Total Counselor Allen Margulis Takes a tour of taxes, economic impact for everyone and is joined in the studio by Alex Luvisi from ADP to further the discussion on payroll athe options available to small businesses. A great conversation as we expand the Minds Around theTable TM
The Total Counselor Allen Margulis Takes a tour of taxes, economic impact for everyone and is joined in the studio by Alex Luvisi from ADP to further the discussion on payroll athe options available to small businesses. A great conversation as we expand the Minds Around theTable TM
The Total Counselor Allen Margulis Takes a tour of taxes, economic impact for everyone and is joined in the studio by Alex Luvisi from ADP to further the discussion on payroll athe options available to small businesses. A great conversation as we expand the Minds Around theTable TM
Spotlight on Rob Skloff of Silver Pine Capital, LLC . The Total Counselor Allen Margulis and Rob Skloff discuss bringing institutional level portfolio and risk management to the individual investor. A great conversation as we expand the Minds Around theTable TM
Spotlight on Rob Skloff of Silver Pine Capital, LLC . The Total Counselor Allen Margulis and Rob Skloff discuss bringing institutional level portfolio and risk management to the individual investor. A great conversation as we expand the Minds Around theTable TM
Spotlight on Rob Skloff of Silver Pine Capital, LLC . The Total Counselor Allen Margulis and Rob Skloff discuss bringing institutional level portfolio and risk management to the individual investor. A great conversation as we expand the Minds Around theTable TM
Spotlight on Rob Skloff of Silver Pine Capital, LLC . The Total Counselor Allen Margulis and Rob Skloff discuss bringing institutional level portfolio and risk management to the individual investor. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dan Field of Morgan, Brown & Joy, LLP . The Total Counselor Allen Margulis and Dan Field discuss employment law from the company and the employee's perspective. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dan Field of Morgan, Brown & Joy, LLP . The Total Counselor Allen Margulis and Dan Field discuss employment law from the company and the employee's perspective. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dan Field of Morgan, Brown & Joy, LLP . The Total Counselor Allen Margulis and Dan Field discuss employment law from the company and the employee's perspective. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dan Field of Morgan, Brown & Joy, LLP . The Total Counselor Allen Margulis and Dan Field discuss employment law from the company and the employee's perspective. A great conversation as we expand the Minds Around theTable TM
Spotlight on Cover 2 Consulting Group, LLC and Erik Arthur. The Total Counselor Allen Margulis and Erik Arthur discuss employee benefits, planning with them and the impact for both the employer and the employee. a great conversation as we expand the Minds Around theTable TM
Spotlight on Cover 2 Consulting Group, LLC and Erik Arthur. The Total Counselor Allen Margulis and Erik Arthur discuss employee benefits, planning with them and the impact for both the employer and the employee. a great conversation as we expand the Minds Around theTable TM
Spotlight on Cover 2 Consulting Group, LLC and Erik Arthur. The Total Counselor Allen Margulis and Erik Arthur discuss employee benefits, planning with them and the impact for both the employer and the employee. a great conversation as we expand the Minds Around theTable TM
Spotlight on Cover 2 Consulting Group, LLC and Erik Arthur. The Total Counselor Allen Margulis and Erik Arthur discuss employee benefits, planning with them and the impact for both the employer and the employee. a great conversation as we expand the Minds Around theTable TM