Tag Archives: NY

302) BEI Annual Conference – Thomas K. Chu, Counselor At Law, PC

Thomas Chu appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Thomas K. Chu, Counselor At Law, PC Tom: “I’m a trust estates attorney and I work solo. I joined BEI just going on two years ago. This is my second national conference and I joined as a full member but I realized as an attorney, it was actually better to find an advisor to align […]

281) BEI Annual Conference – Andrew Karlen and Karlen and Stolzer, LLP

Andrew Karlen appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Andrew Karlen and Karlen and Stolzer, LLP Andrew: “We’re in White Plains, New York which is a suburb of New York City. It’s just my partner, my spouse and myself. For many years, I have gravitated towards business law and particularly towards working with family-owned businesses. I’m a member of The Family Firm Institute and a member […]

160) About Rob Brown and ESOP Plus®: Schatz Brown Glassman Kossow LLP

Rob Brown  appears on The Exit Plan Show with Norman A. Hood, CExP and Host.

Rob Brown and ESOP Plus®: Schatz Brown Glassman Kossow LLP Rob Brown and ESOP Plus®: Schatz Brown Glassman Kossow LLP focuses on Employee Stock Ownership Programs (ESOPs). More About Rob Brown and ESOP Plus®: Schatz Brown Glassman Kossow LLP For more information about Rob Brown and ESOP Plus®: Schatz Brown Glassman Kossow LLP, please click here […]

52) Reviewing “Wealth Management Unwrapped”, by Charlotte B. Beyer.

Charlotte B. Beyer’s Biography After 20 years on Wall Street, Charlotte founded The Institute For Private Investors in 1991. IPL helps improve the relationship between wealthy investors and their financial advisors. In 1999, she collaborated with The Wharton School to create the first wealth management curriculum in the US for families.Now retired, Charlotte currently serves on […]

43) Reviewing Michael Parrish DuDell’s “Shark Tank – Jump Start Your Business”.

Michael Parrish DuDell's Shark Tank - Jump Start Your Business

Micheal Parrish DuDell’s Biography Michael Parrish DuDell is an author, speaker, and entrepreneur. Before founding his current company, race + vine, a marketing consulting firm, Michael was the editor of ecomagination.com— GE’s cleantech and sustainable innovation website— and the host of ecomagination.com’s web series Green Room Live. Prior to that, Michael served as managing editor […]