Episodios

  • Interview with Jennifer Surmacz Founder of Posterity Legal Discussing NextGen Estate Planning Software

    Interview with Jennifer Surmacz Founder of Posterity Legal Discussing NextGen Estate Planning Software
    Aug 14 2024
    Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances.

    Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.

    Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma and St. Louis and St. Charles counties in Missouri.

    Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.

    Learn More: https://www.posteritylegal.com/

    THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-nextgen-estate-planning-software
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    19 m
  • Interview with James Edward Durden Jr, Owner of Edward Financial Group Discussing Social Security

    Interview with James Edward Durden Jr, Owner of Edward Financial Group Discussing Social Security
    Aug 14 2024
    James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for his work, James is dedicated to providing clients with reliable and informed financial guidance. Outside of the office, he enjoys hiking, bike riding, and watching NFL football, balancing his professional life with a love for outdoor activities and sports.

    If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”

    Learn more:

    https://edwardfinancialgroup.com

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-social-security
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    21 m
  • Interview with Mehran Rad Founder & President of R & AP Financial Discussing Guaranteed Income

    Interview with Mehran Rad Founder & President of R & AP Financial Discussing Guaranteed Income
    Aug 13 2024
    Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning.

    As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:

    • Retirement Income & Social Security Planning.
    • Tax Minimization Strategies.
    • Investment & Risk Management Strategies.
    • Estate & Legacy Planning.

    Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.

    Personal
    Mehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.

    Outside of the financial world, Mehran enjoys walking, golf, hiking the Arizona trails, and watching soccer, but above all, he loves spending quality time with his family.

    Learn More: https://www.retirementap.com

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-guaranteed-income
    Más Menos
    18 m
  • Interview with Jennifer Surmacz Founder of Posterity Legal Discussing Relationship Generational Wealth

    Interview with Jennifer Surmacz Founder of Posterity Legal Discussing Relationship Generational Wealth
    Aug 11 2024
    Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances.

    Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as a Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.

    Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma, and St. Louis and St. Charles counties in Missouri.

    Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.

    Learn More: https://www.posteritylegal.com/

    THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-relationship-generational-wealth
    Más Menos
    21 m
  • Interview with Scheavosky McGawion Retirement Benefits Counselor & President of McGawion Insurance Pros

    Interview with Scheavosky McGawion Retirement Benefits Counselor & President of McGawion Insurance Pros
    Aug 11 2024
    Serving the men and women who effortlessly serve this great nation, Scheavosky proudly served the country in the United States Air Force on active duty and as a civilian servant for 20 years. He values educating America’s best and brightest with regard to how their Federal Benefits will work for them in retirement. He loves serving his family and leading within his local community.

    Learn More: https://www.myinsuranceprofessional.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-retirement-benefits-counselor-president-of-mcgawion-insurance-pros
    Más Menos
    18 m
  • Interview with Jennifer Surmacz, Founder of Posterity Legal Discussing The Horrors of Probate

    Interview with Jennifer Surmacz, Founder of Posterity Legal Discussing The Horrors of Probate
    Aug 9 2024
    Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances.

    Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.

    Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma, and St. Louis and St. Charles counties in Missouri.

    Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.

    Learn More: https://www.posteritylegal.com/

    THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-the-horrors-of-probate
    Más Menos
    23 m
  • Interview with James Edward Durden Jr Owner of Edward Financial Group Discussing Living a Tax-Free Retirement

    Interview with James Edward Durden Jr Owner of Edward Financial Group Discussing Living a Tax-Free Retirement
    Aug 9 2024
    James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for his work, James is dedicated to providing clients with reliable and informed financial guidance. Outside of the office, he enjoys hiking, bike riding, and watching NFL football, balancing his professional life with a love for outdoor activities and sports.

    If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”

    Learn more: https://edwardfinancialgroup.comjames-edward-durden

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-living-a-tax-free-retirement
    Más Menos
    24 m
  • Interview with James Edward Durden Jr Owner of Edward Financial Group Discussing Where to Start With Retirement?

    Interview with James Edward Durden Jr Owner of Edward Financial Group Discussing Where to Start With Retirement?
    Aug 8 2024
    James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for his work, James is dedicated to providing clients with reliable and informed financial guidance. Outside of the office, he enjoys hiking, bike riding, and watching NFL football, balancing his professional life with a love for outdoor activities and sports.

    If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”

    Learn more: https://edwardfinancialgroup.com

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-where-to-start-with-retirement
    Más Menos
    21 m