What's Your Legacy?

Larry Poppert is a CPA and the founder of Poppert and Company, where he manages the consulting services related to accounting and tax. Aside from ensuring his clients are tax compliant, his goal is to help business owners understand the tax and accounting fundamentals of their businesses. Prior to opening up his accounting practice, he has served as a Comptroller as well as a Senior Vice President of Finance. He is a graduate from Temple University with a Bachelor of Business Administration in Accounting. Yvette's conversation with Larry demonstrates the importance of tax planning to building your finances.

Courtney Richardson founded The Ivy Investor (@theivyinvestor) as a resource for women seeking to navigate the maze of the investment world. She is an attorney and former stockbroker and investment advisor with 15 years of experience in the financial services industry. She lends her legal and financial expertise to The Huffington Post, AOL, My Fab Finance, Forbes, and other online publications. As part of Building Your Finances, Courtney uses her engaging and unique style to break down the stock market and investing in a way that encourages everyone to run out and take action. 

Nina Ingulli is a Certified Fund Specialist, Chartered Retirement Planning Counselor and is certified for Long Term Care. With over 19 years of experience, she now serves as the principle of and a private wealth advisor with Ingulli & Associates. As part of our Building Your Finances series, Nina shares how she helps her clients build a financial legacy.

Over the next six weeks, Yvette will share a new series on Building Your Finances. For those who want a financial legacy, this series is meant for you. Leading professionals in the fields of finances, tax, insurance and estate planning will provide a road map to your financial success. Tune in and share with your family and friends.

Yvette talks with Susan E. Fisher, a Certified Financial Planner and a Certified Gift Planning Associate, about her work with charitable estate planning. 

As a financial planner, Susan works with high net worth and multi-generational clients throughout the Philadelphia, Bucks and Montgomery County regions. Susan has functioned as a senior trust advisor, a relationship manager, a planned giving officer and an executive director of a community foundation. 

Yvette's guest, Robin Robinson, talks about her role as Bucks County Recorder of Deeds. Since being elected in 2017, Robin has brought her own unique creative and energetic abilities to the task of the Recorder of Deeds with initiatives that support the public and preserve part of the rich history of Bucks County, Pennsylvania.

Yvette speaks with fellow estate planning attorney, Maureen Anderson, whose practice is exclusively dedicated to elder law. Maureen's practice has a focus on long-term care planning, Medicare and Medicaid and other important similar issues. Maureen has extensive experience working on behalf of clients with Alzheimer's disease and other dementias to make sure families needs are addressed in the best possible way for the family.

Yvette talks with Kelly Elaine Navies who is a Museum Specialist Oral Historian at the Smithsonian National Museum of African American History and Culture in Washington, DC. Kelly talks about how oral history became her passion. It began with a college assignment that resulted in her finding the legacy of her great-great-grandmother born into slavery in Asheville, North Carolina.

Yvette's conversation with Allison Young, a former CEO in the healthcare industry, explores the state of the healthcare industry in the United States. What has been and continues to be the impact of COVID-19 on the industry? As a dynamic leader, creative problem solver and IT specialist, Allison shares her perspective on innovative solutions that might help address the challenges, obstacles, and setbacks in the healthcare industry.

Linda Wolfenson has been in the mortgage industry since 2006.  Prior to that time, she was an investment advisor and an equity partner with an investment company. Yvette talks to Linda about her unique qualifications to not only find the mortgage and rate her clients might need, but more importantly, to look at the financial situation of her clients and ensure the best mortgage product is obtained. Many people overlook the importance of mortgage financing in their overall financial portfolio although obtaining a mortgage or refinancing may be their primary investment. Yvette with Linda explores how people might make sounds mortgage financing decisions.