This week’s Financial Fridays radio show (KLAV-1230 AM) was co-hosted by Mike Rosten, PBTK’s Director of Litigation Support Services, and featured the following guests:
• Bill Winterberg, CFP & Morningstar Columnist (Atlanta) – Bill is a technology and practice management consultant to independent financial advisors. He is also the monthly tech columnist for the Morningstar Advisor; Bill is a previous guest of Financial Friday’s:
• Susan Bruno CPA/PFS/CFP is co-founder of divaCFO.com and Principal at Beacon Wealth Consulting (New York). Susan is an expert in helping individuals, families and businesses with all financial aspects. Her statement to women that she counsels is “Be Prepared, Not Scared” and is her trademark. Susan is also a private wealth specialist creating customized solutions for individuals and families. Her extensive expertise in estate, insurance and tax planning assists with multi-generational plans. Susan is a frequent speaker at industry events because of her certifications, leadership, advocacy and philanthropic efforts. Susan is a regular guest for Financial Friday’s;
•Dan Shaffer is a CPA and advisor with Shaffer Asset Management (New York). Dan is a frequent participant with national business media presentations and author of widely circulated book “Profiting in Economic Storms”. Dan is a regular Fox Business contributor from New York City and experienced specialist within the financial markets. Dan Shaffer is a regular guest to Financial Friday’s.
Tune in live every Friday on KLAV 1230 Las Vegas online, on your radio dial or load the application (free) for your I-phone/smart phone “Tunein Radio”, which easily coordinates all AM radio stations nationwide. All previous shows are posted to PBTK’s website as a podcast.