Posts Tagged ‘financial’


Corporate Advisory Insight: CEO Succession Planning

Glenn S. Curtis from Thomson Reuters’ Corporate Advisory Services group discusses CEO Succession Planning Duration : 0:2:17 Recommended ReadingManagement Succession Planning for Family BusinessesIntegrated Learning SolutionSuccession Planning (Zombie Take-over Prevention) :: SSA 2010 New England Leadership SummitManagement Succession Planning IS Success For the Family BusinessManagement Succession Planning Blueprint (ebook) Technorati Tags: Advisory, Corporate, financial, Investor, [...]

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Posey Capital Management – Asset Management and Comprehensive Financial Planning

Posey Capital Management Inc., Houston, Texas, provides portfolio management and comprehensive financial planning services for high-net worth individuals. Services include retirement planning, education funding, insurance and risk management, wills and estate planning, and succession planning. Duration : 0:3:56 Recommended ReadingManagement Succession Planning for Family BusinessesIntegrated Learning SolutionSuccession Planning (Zombie Take-over Prevention) :: SSA 2010 New [...]

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Posey Capital Management – Asset Management and Comprehensive Financial Planning

Posey Capital Management Inc., Houston, Texas, provides portfolio management and comprehensive financial planning services for high-net worth individuals. Services include retirement planning, education funding, insurance and risk management, wills and estate planning, and succession planning. Duration : 0:3:56 Recommended ReadingManagement Succession Planning for Family BusinessesIntegrated Learning SolutionSuccession Planning (Zombie Take-over Prevention) :: SSA 2010 New [...]

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VideoChat – Estate Planning with Andrew Karlen

Andrew Karlen, is partner of Karlen & Stolzer, a financial planning firm involved with estate and succession planning. VideoChat with Caryn A. McBride explores a range of topics and issues affecting the business community in Westchester. Caryn A. McBride is Executive Editor of the Westchester & Fairfield County Business Journals & Hudson Valley Business. Karlan [...]

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