Bio: I'm finding out I don't know as much as I thought I did. I don't have all the answers, but here I've got the right people to ask! Pretty exhilarating.
Bio: Justin Searle-VP of Sales at The Atticus Group. Helping businesses gain a competitive edge for talent with the implementation of non-qualified plans.
Bio: I am a Certified Financial Planner with over 35 years of experience with business owners, executives, and wealth management, emphazing tax planning.
Bio: Hi. LegacyTree Foundation is a charitable non-profit that provides tax savings and structured income for your clients. A simple and easy strategy.