Spotlight on the Residence at Valley Farm with Sales & Marketing Director Dixie Emond. The Total Counselor Allen Margulis and Dixie talk in this segment about LCB Senior living, the 16th largest senior housing company in the country; the model for this Ashland community and the differences between a social and medical model. Later in life where do you want to live? A great conversation as we expand the Minds Around theTable TM
Spotlight on the Residence at Valley Farm with Sales & Marketing Director Dixie Emond. The Total Counselor Allen Margulis and Dixie talk in this segment about Alzheimers month tying in with the memory care "reflections" part of this new community in Ashland; the amenities, programs and cultural activities that will be offered. In your "Golden Years" where do you want to live? A great conversation as we expand the Minds Around theTable TM
The Total Counselor Allen Margulis wraps up this weekly show reviewing the values of a well drafted estate plan especially when dementia in all of its forms becomes a relaity. Which documents are most needed and listen to the story of how they all come into play. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dave Clayman of Twelve Points Wealth Management. The Total Counselor Allen Margulis and Dave Clayman talk in this segment about Goal based planning, the Minds around the table in the office and outside and how the Twelve Points Wealth Management Team approaches planning for their clients. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dave Clayman of Twelve Points Wealth Management. The Total Counselor Allen Margulis and Dave Clayman talk in this segment about Dave's idea of looking at the total plan, asset allocation, volatility and the overall process for planning with the team at Twelve Points Wealth Management. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dave Clayman of Twelve Points Wealth Management. The Total Counselor Allen Margulis and Dave Clayman talk in this segment about Dave's reading list, roboadvisors, the nonjudgment zone of financial advisory. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dave Clayman of Twelve Points Wealth Management. The Total Counselor Allen Margulis and Dave talk in this segment about parental instinct, paying for education and financial planning key point. A great conversation as we expand the Minds Around theTable TM
Spotlight on Bryan Rourke of Hayden Wood Insurance Agency. The Total Counselor Allen Margulis and Bryan Rourke discuss the core of Bryan's "heads around the table" and Allen's "minds around the table". They describe how everyone should have a team of professional communicating to best attain the goals of that individual. A great conversation as we expand the Minds Around theTable TM
Spotlight on Bryan Rourke of Hayden Wood Insurance Agency. The Total Counselor Allen Margulis and Bryan Rourke discuss the core of Bryan's "heads around the table" and Allen's "minds around the table". They describe how everyone should have a team of professional communicating to best attain the goals of that individual. A great conversation as we expand the Minds Around theTable TM
Spotlight on Bryan Rourke of Hayden Wood Insurance Agency. The Total Counselor Allen Margulis and Bryan Rourke discuss the core of Bryan's "heads around the table" and Allen's "minds around the table". They describe how everyone should have a team of professional communicating to best attain the goals of that individual. A great conversation as we expand the Minds Around theTable TM
Spotlight on Bryan Rourke of Hayden Wood Insurance Agency. The Total Counselor Allen Margulis and Bryan Rourke discuss the core of Bryan's "heads around the table" and Allen's "minds around the table". They describe how everyone should have a team of professional communicating to best attain the goals of that individual. A great conversation as we expand the Minds Around theTable TM
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 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