In this episode, Mike Delgass is joined by Heather Flanagan and Rich Yam to discuss how families can approach post-secondary planning with confidence.
In this session of our Financial Foundations series, discover how to discuss money within your family, foster financial literacy in kids, and plan for generational wealth transfer.
In this episode of Navigating Special Needs Planning, host Mike Delgass sits down with experts Rich Yam and Heather Flanagan to explore how families can best support school-aged children with special needs.
In this episode of Collecting with Confidence, Oliver Pursche speaks with Steven Pincus, Senior Managing Director at Risk Strategies, about the critical role of insurance in protecting art and collectible assets.
In Episode 3 of Navigating Estate Administration, host Eric Dostal provides a countdown of the first 30 days and shares essential steps to help viewers avoid any unnecessary delays in their projects.
In this episode of Collecting with Confidence, Oliver Pursche is joined by Heather Flanagan and Elizabeth Summers to explore the intersection of art collecting, family dynamics, and estate planning.
Designed for those with a foundational understanding of investing, this session explores more advanced topics including asset allocation strategies, investment selection, and the role of behavioral finance in decision-making.
Watch Episode 3 of Collecting with Confidence as Oliver Pursche is joined by Ann Lydecker to discuss how art prices can be manipulated and what every art collector should think about, and be on the lookout for, when buying art.
