News and Media

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

Financial Planning, Prenups, and Post-Divorce Recovery
Eric joined Jamie Lima on the Broke Up, Not Broke(n) podcast to talk about the intricacies of financial planning related to marriage and divorce. This

How to Retire
Eric Brotman joined George Grombacher on the Aligned Money Show to discuss how you can reach financial independence. In this episode, Eric shares invaluable wisdom
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