Category: Legacy Planning

The Estate Planning Seminar – Monday, 2/27/2023 at 5:00 PM EST Live

We are excited to announce that our CEO Marianela Collado and Joshua Rosenberg of Kelley Kronenberg will be jointly presenting on Monday, 2/27/2023 at 5:00 PM EST at Kelley Kronenberg, 10360 W. State Rd. 84, Fort Lauderdale, FL. Marianela and Joshua will come together to discuss some of the best practices of estate planning and the […]

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Matt Saneholtz Provides Insight to MarketWatch

Recently, Senior Wealth Advisor Matt Saneholtz was quoted on MarketWatch supplying key information to parents looking to provide their child with a gift. “Anything can happen in life and it may be in best interests of the parents to hold the option of potentially selling the property for their use or needs as opposed to […]

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