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EP209: Financial Planning with Steven Goodman
Manage episode 310998820 series 3079926
Το περιεχόμενο παρέχεται από το Good Success. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Good Success ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
For more than 30 years, Steven Goodman, President and CEO of SHG Planning, has provided insightful solutions to the challenges of business succession, wealth preservation, retirement, and charitable planning. He currently services hundreds of clients focusing on the needs of owners of closely-held businesses and high net worth individuals. Steven Goodman is the author of Business Succession Planning: A Guide to Transfers, Sales, Family Harmony, and Minimizing Litigation, and has also written numerous articles for leading trade journals. He has paired with some of the most respected names in banking and finance to sponsor some 150 seminars about business succession and wealth preservation. His accomplishments have brought the attention of such publications as the New York Times. Steven Goodman is a CPA who was vice president of the Trust and Investment Division of JP Morgan Chase and a supervisor for KPMG Peat Marwick. He holds an MBA from Fordham University. In addition to his work with SHG Planning, Steve has been a Big Brother for the last 15 years and is passionate about supporting charities that fund the education of underprivileged children.
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