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Building a Good Life Now With Cory Shepherd

 

In this episode of It’s Personal… Not Just Business with Michael Fliegelman, we welcome guest Cory Shepherd, ChFC®, CFP®, President of Sound Financial Group.

Tune in to this episode where we meet Cory Shepherd, a passionate and interesting friend, author, financial advisor, and yes, movie producer. He is also an expert facilitator in helping people […]

Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC Founder / President, Strategic Wealth Advisors Network (631) 262-9254 Connect with me Follow me on Michael@SWANWealth.com www.SWANWealth.com Please note that the information being provided is strictly as a courtesy. Always confer with your CPA prior to attempting to take any tax deduction. Michael Fliegelman is not a CPA, nor should the contained be considered tax “advice”.

By |2023-09-08T18:18:59+00:00August 22nd, 2023|Blog, Financial Planning, It's Personal... Not Just Business Podcast|0 Comments
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Disability Income Insurance Series – Part 1

If you ask people, especially highly compensated employees, about their group disability plan at work, most of them shake their heads and say “I’m good, I’m set, I have it.” But they don’t really understand how their group Long Term Disability (LTD) Plan works in the same way that they understand their group health and 401(k).

By |2014-03-20T16:35:05+00:00March 20th, 2014|Blog, Financial Planning, Insurance Planning|0 Comments
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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory).Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

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