Business & Financial Advisors

Post-Exit Planning Video 7-Volunteering, Living Healthier

Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including volunteerism and living healthier. Continue reading

Post-Exit Planning Video 5-Managing Post-Retirement Risks (cont’d)

Please join Wayne M. Zell, Esq. for this 5th of eight videos of Episode 6: Post-Exit Planning, which concludes discussion of managing post-retirement risks, with extensive consideration of avoiding the effects of bad advice and fraud. Continue reading

How to Avoid Estate Planning Mistakes, part 4 of 4

Please join Wayne M. Zell, Esq. in this video presentation (part 4 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and how to avoid them.  This event took place on 4/20/2016.

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How to Avoid Estate Planning Mistakes, part 3 of 4

Please join Wayne M. Zell, Esq. in this video presentation (part 3 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and how to avoid them.  This event took place on 4/20/2016.

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How to Avoid Estate Planning Mistakes, part 2 of 4

Please join Wayne M. Zell, Esq. in this video presentation (part 2 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and how to avoid them.  This event took place on 4/20/2016.

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How to Avoid Estate Planning Mistakes, part 1 of 4

Please join Wayne M. Zell, Esq. in this video presentation (part 1 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and how to avoid them.  This event took place on 4/20/2016.

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Wayne Zell discusses the implications of using a robo advisor to develop an investment plan

Please check out this article in Financial Advisor IQ, where Wayne Zell is quoted on the challenges and opportunities facing consumers and financial advisers when using robo advisers.

Estate Planning Tips for Childfree Individuals and Couples

By:  Wayne Zell

Childfree individuals or couples may face unique choices, decisions, and questions regarding their estate and financial planning.

Along with buying a house and doing better than your parents, handing down your accumulated wealth to children is a long-held tradition that many consider the cornerstone of the… Continue reading

Nancy Popovich Discusses The Wise Investor Group on Blueprint for Wealth

Please join Wayne M. Zell, Esq. for his interview of Nancy Popovich, Director of The Wise Investor Group, and her insight into the value investing approach taken by this popular wealth management firm.

Chris Helmrath Discusses SC&H Capital Group

Please join Wayne M. Zell, Esq. for his interview of Christopher Helmrath, Managing Director, SC&H Capital Group.  Chris discusses the firm and the unique investment banking services provided by his group.