On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions You Should Ask Before Implementing a Charitable Remainder Trust. To help prepare you, I've invited my good friend, Thomas Caldwell, to join us. Thomas Caldwell is a Los Angeles-based attorney and the founding partner of Caldwell Law, a firm known for its depth of expertise in Charitable Remainder Trusts (CRTs) and comprehensive estate planning. The firm serves a diverse clientele, offering tailored legal guidance across a wide range of financial and estate matters

On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions You Should Ask About Your U.S. Health Insurance Benefits. To help prepare you, I've invited my good friend, Anne McGuire, to join us. Anne is the Founder, President and Owner of Healthcare Pathfinder LLC, a national Health and Long-Term Care advice, advocacy and management firm. For 25 years, she has been working with individuals, families, and employees to help them maximize access to the care and coverage they need and deserve.

To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3

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On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Leaders, Owners and Practitioners Should Ask Before Hiring Their Next Key Employee. To help prepare you, I have invited my good friend, Kathy Dawson, to join us. Kathy Dawson serves as Founder and CEO of Dawson & Dawson, Inc. She oversees her firm's Executive & Retained Search, Temporary & Contract Staffing, and Business Development practices. Kathy is a CSP (Certified Staffing Professional) with almost 40 years of experience in the local and national marketplace and has assisted thousands of business owners hire the right employee at the right time.

To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3

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On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Business Owners Should Ask Before Spending Money On Social Media. To help prepare you, I've invited my good friend, Paula Romo, to join us. She is the Co-Founder & CEO of LeadSmith. LeadSmith is a digital marketing agency that specializes in helping business owners and entrepreneurs grow their business through strategic paid advertising on social media platforms like Facebook, Instagram, and YouTube. Since launching in 2012, LeadSmith has managed millions of dollars in ad spend and developed a proven track record of delivering real results for their clients.

To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3

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On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions A Non-Profit Should Ask When Receiving Large Charitable Donations. To help prepare you, I've invited my good friend, Jennifer Abelaj, to join us. Jennifer is the founder of Abelaj Law, PC. She has significant experience advising high net worth clients, both domestic and with an international footprint. She has worked with non-profit boards, executive directors, and lobbying groups.

To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3

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On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions To Ask About The New Real Estate Developments In South Florida. To help prepare you, I've invited my good friend, Esha Desai, to join us. Esha is a seasoned Miami Beach based Licensed Real Estate Advisor with COMPASS. She has extensive knowledge of the Greater Miami area. Esha is known for her targeted marketing approach; she blends online and offline strategies with a keen understanding of each property's unique 'target buyer profile' to seamlessly connect buyers and sellers.

To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3

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On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions High Net Worth Clients Should Ask About Protecting Tangible Assets. To help prepare you, I've invited my good friend, Yadira Anzueto, to join us. Yadira is a Certified Advisor of Personal Insurance and Vice President and Family Office Advisor at Lockton. Lockton is the world's largest independent insurance brokerage providing customized solutions to meet your organization's risk, benefits and retirement needs.

To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3

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On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions California Residents Should Ask Before Establishing or Updating Their Estate Plan. To help prepare you, I've invited my good friend, James D. Stephens, to join us. He is a California Bar Certified Legal Specialist at Stephens Law Group, P.C. James D. Stephens and his firm focus on estate planning probate and trust administration, litigation, and cross-border estate planning.

To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3

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On this episode of the 3 Questions Podcast, our topic will be focused on the 3 questions to ask about the reversible health risks of aging. To help prepare you, I've invited my good friend, Dr. Gerda Maissel, to join us. She is the physician founder of My MD Advisor, a medical navigation and patient advocacy service. She guides people with complex health problems through the care maze and is fluent in "doctor speak".

To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3

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On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Canadians should ask before purchasing Real Estate in South Florida. To help prepare you, I've invited my good friend, Alejandro Uribe, to join us. He is the Vice President of Developer Production at Lending Spot, where he helps investors navigate the complexities of financing properties in the States.

To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3

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