59. Developing the Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at Risk

We are excited to welcome Vanessa Martinez In The Suite. Vanessa is on a mission to break the standard of male-dominated partners and advisors within the financial planning industry.  Vanessa…

Continue Reading 59. Developing the Family Legacy and Multi-Generational Planning with Vanessa Martinez, Managing Director, Partner at The Lerner Group and Co-Author of Family Value at Risk

58. Top Twelve Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing”

“The Future has never been brighter than it is today.” -Ron Carson, Founder of Carson Group.  From October 12-14, 2021 at the Las Vegas Cosmopolitan, Founder of In The Suite…

Continue Reading 58. Top Twelve Takeaways from Carson Group’s #Excell2021: “Get Your Mind Right for Marketing”