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Ditching the Corporate World for Independence and a Family-First Lifestyle with Anthony Zanetti
April 30, 2024‘Family first’ is a philosophy many believe in, yet few follow it in their work life. Why? Is it really possible to build a successful business around this philosophy? How about doing it while transitioning from a stable career as a wholesaler to an independent advisor? Anthony Zanetti shows us how.
From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS
March 08, 2024Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast.