News and Media
Turning Retirement into a Life of Purpose and Joy
Eric joined Avik Chakraborty on the Healthy Mind, Healthy Life podcast to challenge conventional notions of retirement and introduce the concept of graduating into a
Navigating Financial Growth: Estate Planning, Taxes, and Adviser Networks
Eric Brotman joined Scott Carson on the Note Closer’s Show to share his wealth of knowledge on financial planning, the importance of building a strong
How to Maximize Charitable Giving Through Tax-Smart Strategies
https://youtu.be/SmLCXIXNCzY Join Eric Brotman and Jeff Dudley for a conversation around four tax-smart strategies to help you maximize your philanthropic giving in a way that
Building a Collaborative Culture, Targeting Business Development Channels, Sustaining Scale, and Learning to Grow by Letting Go
Eric Brotman joined Steve Sandusky on the Between Now and Success podcast to share his extensive experience in the financial advisory industry, discussing everything from
Investing and the Election: What You Should Know
https://www.youtube.com/watch?v=htXkgqSN7Uc&t=126s Welcome to another webinar in the Wealth and Wellness series! In this webinar, Lena Nebel sits down with Claudia Glover, the lead advisor and
Advocacy, Education, and Aging Around Long-Term Care
Download the Slides When you’re responsible for the care of aging loved ones (or planning for your own future care), understanding the options available to
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