Finance | News Digest

Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem, on Business Podcast

June 15, 2022June 16, 2022 ND

Todd Smith discusses his mission to impact and improve the financial lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is a family office? How…

JJ Mazzo, Mortgage Executive and Coach, Accepted into Forbes Coaches Council

June 14, 2022June 15, 2022 ND

Forbes Coaches Council, an invitation-only community for leading business and career coaches has accepted JJ Mazzo into the community.

Paul Fokken with 401(k) Maneuver Discussing How Employers Can Reduce Risk of 401(k) Lawsuits and Fines

June 10, 2022June 11, 2022 ND

According to Bloomberg Law, “More than 180 lawsuits challenging 401(k) plan fees have been filed in federal courts since 2020. About 20 of these cases have settled so far with settling employers. Some of those…

Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs, Interviewed on Influential Entrepreneurs Podcast

June 10, 2022June 11, 2022 ND

Todd Smith discusses his mission to impact and improve the Financial Lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What does a 21st Century accountant…

Paul Fokken with 401(k) Maneuver Discussing How to Give Employees the Private, Independent 401(k) Advice They Want, Need & Deserve

June 7, 2022June 8, 2022 ND

Paul Fokken discusses how employers have a choice to offer Personalized Professional Account Management (PPAM) to all employees with 401(k) Maneuver. The goal of 401(k) maneuver is to: improve account Performance over time, manage downside…

Live From Your Soul Creator Ashley Schoborg Featured on ABC to Help Women create TRUE Deep Body Peace

June 3, 2022June 3, 2022 ND

Ashley Schoborg was recently featured on ABC Morning Blend discussing her life mission to help women see through the cultural messaging surrounding women’s bodies and embrace their worth.

Book Providing Insights From Financial Professionals on Post-Pandemic Planning Releases On Amazon

May 24, 2022May 25, 2022 ND

LEADING ADVISOR is now available on Amazon.com and other booksellers.

Wornel L. Simpson and Kellen W. Simpson, Financial Professionals with Wornel Simpson and Associates, Interviewed on Influential Entrepreneurs Podcast

May 23, 2022May 24, 2022 ND

Wornel Simpson discusses more than 35 years of experience developing diversified financial business management strategies. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-wornel-and-kellen-simpson-financial-professionals-with-wornel-simpson-and-associates/ Wornel explained: “Our mission is to see our clients…

Joshua Dean Named Among the Top Mortgage Originators in the Nation in 2021 by Scotsman Guide and Mortgage Executive Magazine

May 12, 2022May 12, 2022 ND

Mortgage Executive Magazine and Scotsman Guide list Joshua Dean among America’s top mortgage originators in 2021.

Tony Lupina, Owner of Lupina Financial Services, Interviewed on Influential Entrepreneurs Podcast About Life Insurance for Retirement

May 11, 2022May 12, 2022 ND

Tony Lupina, Owner of Lupina Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Retirement Using Life Insurance Listen to the interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/interview-with-tony-lupina-owner-of-lupina-financial-services/ As the…