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Senior Financial Planner, Entrepreneur · Spring Financial Planning & Admin Slayer Services
Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services
Managing Director · Veracap Corporate Finance
Strengthening the ties that bind: Providing strategic advice to family businesses is a passionate concern for Veracap's Managing Director
Principal, Tax Advisory · Freelandt Caldwell Reilly LLP
Rick uses his expertise to advise clients on tax matters in estate planning, income tax audits, SR & ED claims, and tax planning.
President · National Eldercare Professionals Network
Eldercare in an Age of Scarcity: Who Will Care and Who Will Pay?
Navigating the Complex Health and Long-Term Care System Building an Elder Services Business Without Dependence On Billable Hours Uncovering Elder Financial Abuse and Taking Action Against the Perpetrators Developing Elder Care Support Programs Adding Services to Elders and Caregivers to Community Bank Marketing Programs
Association Executive / Event Manager · Integra International / Stop the Presses
Professional Development, Events, Association Management and Social Media Marketing with a focus on member engagement and board development.
Full-time Professional Speaker · Detente Financial Press
Full-time Award-Winning Professional Speaker: 500+ Paid Speaking Engagements in 14 Countries. Family Business and Wealth Transfer Expert