Vérité & Proformex
At Heckerling's 53rd annual meeting this year, Michael S. Seltzer had the opportunity to catch up with Proformex's Mike Pepe, as this professional development Institute brings out the creme de la creme of members who work together on an estate planning team. We are so thankful to see everyone and for the deep, on-going relationships with top attorneys, CPAs and wealth management professionals who make this Estate Planning Institute a success!
Eight Crucial Questions To Ask When Choosing The Right CPA
Selecting the right CPA can significantly impact the financial health and wellness of your business and personal net wealth. Featured in as a contributor in this recent Forbes article, Michael outlines the necessity of having clear goals and intentions about what you want to accomplish with a CPA in order to maximize the opportunity and point you in the best direction for net growth.
Lion Street's Annual Indaba Meeting
Last week, Michael attended Lion Street's annual Indaba meeting, a concept stemming from the South African roots that refers to a 'community, or gathering within a community to discuss business matters.' This meeting was full of fellow Lion Street owners, relevant industry updates, and value-adding presenters within a group of some of the top producers in the country. Michael is seen presenting here with Glen Blauch of Naples, Florida.
FedEx Cup Playoffs at the Ridgewood Country Club
Last week Michael and Iris were invited to the FedEx Cup Playoffs at the Ridgewood Country Club in Paramus, NJ as guests of Dave Blowers, President of Wealth Management at Northern Trust. This PGA event was full of sunshine, a beautiful course, and an enjoyable time expanding relationships with friends and colleagues, including John Popa of Northern Trust in New York.
Vérité Welcomes Frank Pragosa
Bringing over 25 years of highly specialized industry experience, we are incredibly pleased to announce that Frank Pragosa will be joining the Vérité team as Director of Case Design. With his most recent role as Premium Finance Resource Center Director with Crump Insurance Services over the past 16 years, Frank comes well equipped with expertise in case design, sales strategy, and execution for premium finance transactions.
Every privately-held business owner can relate to the concept of not having enough hours in the day to conquer every single task or request that comes their way. From leveraging technology to automate tasks to simply putting in the overtime hours to accomplish what is needed to get done, these 10 Forbes Finance Council members, including Michael S. Seltzer, provide input and insight to the proven methods that help keep their business finances organized.
Congratulations to the newlyweds!
Last weekend we celebrated the union of Michael Seltzer's son, Jarrett, and his new wife Aly. Not only was this a beautiful wedding celebration, but a fun time to make memories with close family and friends.
Out and About: Skeet Shooting with Friends!
A big thank you to Eric Stiba and Ernie Stiba of Stiba Financial Services for hosting Nick Bowman of Vérité Group and Michael Fontanini of Lion Street at their annual event. What a fun way to share industry updates and practice some skeet shooting!
Premium Financing Isn't Just For Coastal Elites
Although coastal elites may be the major-league players in the credit-funded world, there is still a thriving opportunity for any business who understands and uses financing to transact. We recently teamed up with Dave and Matt Halvorson of Halvorson Company in Fargo, North Dakota, and found that while many local, privately held businesses in the Midwest not only operate using leverage, quite often to make large purchases, they don't always insure the individuals who help make the businesses run. With an understanding of the ebb and flow of financing to transact, locally owned business owners may be more open to the concept of leverage and arbitrage to enhance life insurance planning options.
Forbes Finance Council selected 12 members to provide insight on how to avoid costly mistakes which could affect how your money is managed and grown over time. Michael Seltzer explains the importance of coordinated goals and focusing on net returns when looking at overall wealth - both now, and for the future.