))
Financial Planning
Manage episode 294346515 series 2936294
内容由Leslie Sultan提供。所有播客内容（包括剧集、图形和播客描述）均由 Leslie Sultan 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this episode of the Legacy Purse, Leslie Sultan talks about financial planning, and to help cover this topic, she invited financial representative, Vidal Peoples. Vidal holds an M.B.A. from Baruch’s Zicklin School of Business, and he’s currently a financial representative with Strategies For Wealth.
Leslie Sultan is an Estate Planning Attorney and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy.
Leslie Sultan PC
info@sultanattorney.com
516-908-ULAW (8529)
www.SultanAttorney.com
Vidal Peoples - Peoples helping People®
Financial Advisor
Strategies For Wealth
I am a proud torch bearer of Strategies for Wealth’s 84 year tradition of excellence in engaging individuals, families and business owners towards living great financial lives and financial security. I mobilize a collaborative team of specialists in individual financial and estate planning, business exit planning and succession planning.
I help my clients maximize and protect their wealth by debunking common financial myths which have caused the current retirement crisis. Through diligence and trust, I help my clients achieve financial balance, tax efficiency, diversification and control of their financial affairs with confidence, security and restful nights.
More on Vidal Peoples here
This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com
11集单集
分享
