Linda Jensen, Certified Exit Planning Advisor (CEPA), Sponsor for Cultivate Advisor’s Catapult Conference in Chicago

Phil Faris

This was a conference for business owners.  Cultivate Advisors works in the area of value acceleration.  This is a methodology developed by the Exit Planning Institute.  The business owners are working to increase enterprise value of their company.  The business is valued and pegged to best-in-class.  Our role was to educate business owners about tax strategies.  Our mission statement is:  We are your tax planning partner.  Their goal is to increase the business profits, increase the business valuation, and increase the multiple of your business in the event of an…

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Steven England, President of Capstone Estate Planning Interviewed on the Influential Entrepreneur Podcast, Discussing Navigating Retirement

Phil Faris

Steven England discusses the importance of navigating retirement Listen to the interview on the Business Innovators Radio Network: Interview with Steven Michael England, President of Capstone Estate Planning Discussing Navigating Retirement – Business Innovators Radio Network Steven Michael England, president of Capstone Estate Planning. Steven shares his extensive experience in the financial services industry, which began in 1982. He discusses the importance of adapting to changes in life, particularly as they relate to retirement planning. Drawing from both his professional journey and personal experiences, Steven emphasizes how life transitions can…

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Raven International Media Empire Launches “Inside Business TV” with a New Mini-Series featuring Wendy “The Financial Lyon”

Phil Faris

The first successful business owner to be featured on new channel Inside Business TV is Wendy Lyon, “The Financial Lyon”. Her new TV mini-series, Wealth-Building Strategies for a Secure Future, provides valuable insights on eliminating debt, growing wealth exponentially, and creating a secure retirement.

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Black Belt Entrepreneur and Servant Leader Adam Marburger to Appear on Lifeology with James Miller

Phil Faris

Black Belt entrepreneur, bestselling author, and servant leader Adam Marburger is set to appear on Lifeology with James Miller. Known for his expertise in resilience, business strategy, and personal growth, Adam will share insights from his journey as a black belt in Brazilian Jiu-Jitsu, founder of Riverbend Rescue, and coach in Growth Zone. His inspiring story will provide listeners with actionable strategies to foster both personal and professional success.

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Michelle Boyce, RICP, VP w/ Rosenzweig Financial Services Interviewed On The Influential Entrepreneur Podcast Discussing The Power of Tax-Free Income

Phil Faris

Michelle Boyce  Discusses The Power of Tax-Free Income Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-the-power-of-tax-free-income/ Michelle Boyce, VP of Rosenzweig Financial Services, to discuss the powerful concept of tax-free income. They explore the definition of tax-free income and its significant benefits, particularly for pre-retirees and retirees. Michelle explains how individuals can strategically plan their retirement income to maximize tax-free growth. By understanding the differences between tax-deferred, taxable, and tax-free income, listeners can gain insight into how to achieve greater financial security in retirement. Tax-free income can…

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Dr. Cali Estes and Tim Estes’ New Book, I Married A Junkie: The Final Chapter… Til Death Do Us Part, Tops Best Seller Lists Across Multiple Categories

Phil Faris

Recently released, the gripping new book by Dr. Cali Estes and her late husband, Tim Estes, published by Checkmate Press, has already achieved multiple best-seller rankings. It hit #1 in Death, Grief & Spirituality and Health & Spirituality, and became the #1 Hot New Release in six categories, including Addiction & Recovery and Inspirational Spirituality.

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