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Financial Planning

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Manage episode 294346515 series 2936294
Content provided by Leslie Sultan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Leslie Sultan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of the Legacy Purse, Leslie Sultan talks about financial planning, and to help cover this topic, she invited financial representative, Vidal Peoples. Vidal holds an M.B.A. from Baruch’s Zicklin School of Business, and he’s currently a financial representative with Strategies For Wealth.
Leslie Sultan is an Estate Planning Attorney and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy.
Leslie Sultan PC
info@sultanattorney.com
516-908-ULAW (8529)
www.SultanAttorney.com
Vidal Peoples - Peoples helping People®
Financial Advisor
Strategies For Wealth
I am a proud torch bearer of Strategies for Wealth’s 84 year tradition of excellence in engaging individuals, families and business owners towards living great financial lives and financial security. I mobilize a collaborative team of specialists in individual financial and estate planning, business exit planning and succession planning.

I help my clients maximize and protect their wealth by debunking common financial myths which have caused the current retirement crisis. Through diligence and trust, I help my clients achieve financial balance, tax efficiency, diversification and control of their financial affairs with confidence, security and restful nights.
More on Vidal Peoples here

www.StrategiesForWealth.com

This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com

  continue reading

11 episodes

Artwork

Financial Planning

Legacy Purse

published

iconShare
 
Manage episode 294346515 series 2936294
Content provided by Leslie Sultan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Leslie Sultan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode of the Legacy Purse, Leslie Sultan talks about financial planning, and to help cover this topic, she invited financial representative, Vidal Peoples. Vidal holds an M.B.A. from Baruch’s Zicklin School of Business, and he’s currently a financial representative with Strategies For Wealth.
Leslie Sultan is an Estate Planning Attorney and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy.
Leslie Sultan PC
info@sultanattorney.com
516-908-ULAW (8529)
www.SultanAttorney.com
Vidal Peoples - Peoples helping People®
Financial Advisor
Strategies For Wealth
I am a proud torch bearer of Strategies for Wealth’s 84 year tradition of excellence in engaging individuals, families and business owners towards living great financial lives and financial security. I mobilize a collaborative team of specialists in individual financial and estate planning, business exit planning and succession planning.

I help my clients maximize and protect their wealth by debunking common financial myths which have caused the current retirement crisis. Through diligence and trust, I help my clients achieve financial balance, tax efficiency, diversification and control of their financial affairs with confidence, security and restful nights.
More on Vidal Peoples here

www.StrategiesForWealth.com

This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com

  continue reading

11 episodes

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