Your TD Ameritrade – Charles Schwab Transition Questions Answered
The Key Points: In today’s episode, we’re diving into the impending transition from TD Ameritrade to Charles Schwab and what it means for our clients. As the big announcement of the acquisition/merger can feel overwhelming, we are here to provide clarity, answer your...Chatting with Realtor Amanda Ondrey: The State Of The Real Estate Market (Part 2)
The Key Points: Today, we have Amanda Ondrey from M.C. Real Estate joining us once again. In our previous segment, we delved into Amanda’s real estate career and her journey as a business owner. In this episode, Amanda talks with us about the current real...Chatting with Realtor Amanda Ondrey: Building An All-Female Team (Part 1)
The Key Points: Today we have the pleasure of sitting down with Amanda Ondrey of M.C. Real Estate. In part one of this two-part episode, Amanda, renowned for her all-female team, shares her real estate journey with us- from being mentored herself and surviving the...Ep 110: Estate Planning, Business Ownership And Beyond with Joel Cavanaugh (Part 2)
The Key Points: We are back with Joel Cavanaugh, partner at Hanna Rasnick Evanchan Palmisano Hobson & Fox LLC, for this episode. Joel handles a wide array of cases in estate planning and has a wealth of knowledge to share with us today. In part one of this...
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