Legacy Listens

Legacy Listens

By Legacy PlanningBusinessInvestingManagement
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Legacy Listens episodes

  • 5. Make the Retirement Plan System Better For Your Business ft. Brendan Speers

    Today's episode on Legacy Listens hosted by Kevin Donohue 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 run a business, are head of Human Resources, CFO, or a Controller. Brendan brings a large market approach to small to medium size businesses.

    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.

    27 min
  • 4. Business Builders ft. Wayne Herring

    Today's episode on Legacy Listens hosted by Matt Kulp has a conversation with Wayne Herring, Growth Coach and Founder of Business Builder Camp on the value of investing in yourself to build your business

    For more information about Wayne Herring Growth Coach and founder of Business Builder Camp please visit www.businessbuildercamp.com. ​​______________​​______________​​

    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.

    29 min
  • 3. How to Choose An Investment Banker When Selling Your Business ft. Andy Greenberg

    Today's episode on Legacy Listens hosted by Robert Wermuth has a conversation with Andy Greenberg from Greenberg Variations Capital on the value of an investment Banker when selling your business.

    For more information about Andy Greenberg or Greenberg Variations Capital please visit www.greenbergvariations.com and on his podcast, Middle Market Musings.

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    Legacy Planning 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.

    18 min
  • 1. The Great Resignation - What to do? ft. Tom Garrity
    Today's episode on Legacy Listens hosted by Matthew Kulp has a conversation with Tom Garrity from Compass Point Consulting on The Great Resignation and how to approach this as an employer. For more information about Tom Garrity or Compass Point Consulting please visit www.compasspt.com.

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    Legacy Planning 3440 Hamilton Blvd Allentown, PA 18103 484-765-9100 www.legacy-online.com Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.

    28 min
  • 2. Qualified Small Business Stock (QSBS) Potential Benefits ft. Dirk Simpson
    Today's episode on Legacy Listens hosted by Robert Wermuth has a conversation with Dirk Simpson from Royer Cooper Cohen Braunfeld LLC in Conshohocken, PA on what Qualified Small Business Stock and their potential benefits for your business. For more information about Dirk Simpson or RCCBLAW please visit www.rccblaw.com.

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    Legacy Planning 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.

    10 min

About Legacy Listens

From the publisher's feed

Legacy Listens we have honest conversations with thought leaders in the financial services industry. We will share steps on how to build wealth intelligently. You will hear from experts in Investment Management, Business Succession, Family Office Services, and Income and Estate Tax Planning.