Sep 20, 2024
Meet Daniel, our accomplished finance management leader with over a decade of expertise in real estate development and investment across various asset classes. Holding a BA in Business Administration from Georgia State University, Daniel oversees our firm’s...
Sep 19, 2024
By Jessica Lanning, JD, CFP® You saved for college in a 529 plan. Your kid got into a college or university. You did all the right things. Hooray! Now what? When it comes to saving for education, a 529 plan is a powerful tool. Yet, understanding how to fully utilize...
Sep 16, 2024
Jim Sheils a seasoned real estate investor with over 22 years of experience and a portfolio of 2,000+ acquisitions and rehabs. From California to Florida, Jim’s expertise has driven success in bulk foreclosure acquisitions and pioneering the “Build To...
Sep 13, 2024
Phil Stringer, the visionary founder of The AI Academy, a global leader in artificial intelligence education and innovation. With a background rooted in computer science and a passion for technology, Phil has dedicated his career to democratizing access to AI...
Sep 6, 2024
Meet DJ McClure, Vice President of Business Development at NFE. With over a decade of account management and marketing experience, DJ specializes in strategic growth and management of nationwide partnerships. His expertise lies in consulting with clients, finding...
Sep 2, 2024
Aaron Dube is a driven professional empowering advisors to enhance client conversations and integrate Exit Planning strategies into their practices. With expertise in delivering consistent client experiences and facilitating holistic approaches, Aaron offers a unique...
Deferred Sales Trust Company > Strategic Alliance > Page 37
