Financial planning – LOB 028



The difference between acquiring wealth and making it last through your retirement years. You can get financial advise from a money manager…or a banker. But what if the money manager works for the bank? Who are you really dealing with? What does beekeeping have to do with financial advice? Greg Stoller talks with Scott Stathis, CEO of Stathis Partners; David Macchia, CEO of Wealth2K; JP Pontbriand, Portfolio Manager of Salem Five Financial; Sean Tesoro, President of Salem Five Financial; Communications Consultant Jennifer Powell of Excellent Writers.




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