Legacy Listens

Today's special episode on Legacy Listens hosted by Matt Kulp has a conversation with CEO and Founder Jan Graybill from Legacy Planning. In this first episode of a 3 part series, Jan and Matt sit down to talk about the beginning of Legacy Planning and all the trials, tribulations, and triumphs in the first 10 years of Legacy Planning.

For more information about Legacy Planning please visit www.legacy-online.com.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Today's episode on Legacy Listens hosted by Robert Wermuth has a conversation with Brendan Speers from Legacy Planning - Retirement Plan Services on 401 K and Qualified Retirement Services. This episode is most valuable to you if you are in need of support with structuring and managing a qualified retirement plan for your business.

For more information about Brendan Speers or Retirement Plan Services please visit www.legacy-online.com/brendan-speers.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Today's episode on Legacy Listens hosted by Jeff Dye has a conversation with Michael A. Breslow, Esquire from Heckscher, Teillon, Terrill & Sager, P.C. This episode we break down what are the biggest obstacles to getting to different phases in your estate plan and ways to tackle them.

For more information about Michael A. Breslow, Esquire please visit www.htts.com

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Today's episode on Legacy Listens hosted by Kevin Donohue has a conversation with Michael DeHaven, CPA from Rainer & Company. With the end of the year approaching, we're discussing charitable giving with many of our clients. We talk about how charitable giving can help donors with their year-end tax bill, while also helping their local community.

For more information about Michael DeHaven please visit Rainer & Company at www.rainer.com.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Today's episode on Legacy Listens hosted by Matthew Kulp has a conversation with Tony DaRe, CEO of BSI Corporate Benefits. This episode is all around building your business and connecting with the community. Tony and BSI Corporate Benefits are coming up on 20 years in business, and he shares their secret to their success for a sustainable business in today's market.

For more information about Tony DaRe and BSI Corporate Benefits please visit www.bsicorporate.com/ or on LinkedIn.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Today's episode on Legacy Listens hosted by Robert Wermuth has a conversation with Elizabeth Wong, National Director of Philanthropic Advisory Services at Foundation Source. In this episode, we talk about best practices, resources, and mistakes Elizabeth has seen when helping families communicate their philanthropic giving.

For more information about Elizabeth Wong, you can find her at foundationsource.com; [email protected], or on LinkedIn and Twitter.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Today's episode on Legacy Listens hosted by Matt Kulp has a conversation with Bob McCormack, Founder of Murphy McCormack Capital Advisors on why business owners need a succession plan before a business transition.

For more information about Bob McCormack please visit Murphy McCormack http://www.murphymccormack.com/

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Today's episode on Legacy Listens hosted by Matt Kulp has a conversation with Scott Burky, Managing Director of New Markets of the Lehigh Valley and Berks County for the High Center on why and how you can upgrade your peer group to take your business (and team) to the next level.

For more information about Scott Burky please visit The High Center at https://thehighcenter.com/.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Today's episode on Legacy Listens hosted by Rob Wermuth has a conversation with Todd Hammond, National Business Development Officer at Bryn Mawr Trust Company of Delaware about the powerful benefits offered by Delaware law. Delaware may have been the first state, but it opens up a whole new world of options when it comes to establishing a trust there. For more information about Todd Hammond please visit www.bmt.com/wealth/delaware.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

Today's episode on Legacy Listens hosted by Matt Kulp has a conversation with Kim Kelty, Brand Consultant and Podcast Startup Expert on the importance of your brand/business to have a Digital Footprint, how to get online to create traction for your business, and how that can easily happen in 3 simple steps.

For more information about Kim Kelty please visit www.kimkelty.com and on her podcast, Words2Heal.

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Legacy Planning- 3440 Hamilton Blvd Allentown, PA 18103 and 228 W Gay Street West Chester, PA 19380 610-719-8600 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.