What To Ask About The New Real Estate Developments In South Florida
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions To Ask About The New Real Estate Developments In South Florida. To help prepare you, I’ve invited my good friend, Esha Desai, to join us. Esha is a seasoned Miami Beach based Licensed Real Estate Advisor with COMPASS. She has extensive knowledge of the Greater Miami area. Esha is known for her targeted marketing approach; she blends online and offline strategies with a keen understanding of each property’s unique ‘target buyer profile’ to seamlessly connect buyers and sellers. To...
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What High Net Worth Clients Should Ask About Protecting Tangible Assets
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions High Net Worth Clients Should Ask About Protecting Tangible Assets. To help prepare you, I’ve invited my good friend, Yadira Anzueto, to join us. Yadira is a Certified Advisor of Personal Insurance and Vice President and Family Office Advisor at Lockton. Lockton is the world's largest independent insurance brokerage providing customized solutions to meet your organization's risk, benefits and retirement needs. To schedule an online zoom consultation with Wayne to discuss your...
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What California Residents Should Ask When Implementing An Estate Plan
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions California Residents Should Ask Before Establishing or Updating Their Estate Plan. To help prepare you, I’ve invited my good friend, James D. Stephens, to join us. He is a California Bar Certified Legal Specialist at Stephens Law Group, P.C. James D. Stephens and his firm focus on estate planning probate and trust administration, litigation, and cross-border estate planning. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe...
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What To Ask About The Reversible Health Risks Of Aging
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 questions to ask about the reversible health risks of aging. To help prepare you, I’ve invited my good friend, Dr. Gerda Maissel, to join us. She is the physician founder of My MD Advisor, a medical navigation and patient advocacy service. She guides people with complex health problems through the care maze and is fluent in “doctor speak”. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube Channel! Follow...
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What Cross-Border Investors Should Ask Before Purchasing Real Estate in the U.S.A.?
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Canadians should ask before purchasing Real Estate in South Florida. To help prepare you, I’ve invited my good friend, Alejandro Uribe, to join us. He is the Vice President of Developer Production at Lending Spot, where he helps investors navigate the complexities of financing properties in the States. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube Channel! Follow Wayne on LinkedIn:
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What Entrepreneurs Should Ask About Creating Partnerships and New Revenue Streams
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions entrepreneurs should ask about creating partnerships and new revenue streams. To help prepare you, I’ve invited my good friend, Mariangelica Alvarado, to join us. She is the founder of Luminary Catalyst LLC, who specializes in dissecting these complexities to craft tailored sales strategies for her clients. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube Channel! Follow Wayne on LinkedIn:
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What Cross-Border Investors Should Ask About Tariff’s And Market Volatility
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions cross-border investors should ask about tariff’s and market volatility. To help prepare you, I’ve invited my good friend, Steve Cowley, Chief Investment Officer here at One Capital Management. He’s the chairman of One Capital’s Investment Committee. Steve is a Chartered Financial Analyst. Steve is a member of the Los Angeles Society of Financial Analysts. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our...
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What High-Net-Worth Professionals, Families and Businesses Should Ask About Concierge Services
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions high-net-worth professionals, families and businesses should ask about concierge services. To help prepare you, I’ve invited my good friend, Alix Stark, to join us. She is a partner and the Head of Business Development with Toronto, Ontario based Modern Concierge, Inc. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube Channel! Follow Wayne on LinkedIn:
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What Questions Blended Families Should Ask When Creating An Estate Plan
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 questions blended families should ask when creating an estate plan. To help prepare you, I’ve invited my good friend, Debbie Babb, a third-generation attorney from Los Angeles, who specializes in estate planning for these complex family dynamics. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube Channel! Follow Wayne on LinkedIn:
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What Canadians Should Asked About Estate Planning When Relocating To The U.S.
3 Questions
On this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions Canadians should ask estate planning when relocating to the U.S. To help prepare you, I’ve invited my good friend, Carolyn Bys. She is an Attorney at Goodwill & Trust Estate Planning Law. Carolyn is assists business owners and real estate investors protect their assets and their families through estate planning. Carolyn has a special niche in working with US expats abroad and non-US citizens here in the U.S. on Cross-Border Estate Planning, backed by her international expertise. To schedule an online...
info_outlineOn this episode of the 3 Questions Podcast, our topic will be focused on the 3 Questions you should ask about residential retirement communities. To help prepare you, I’ve invited my good friend, Susan Pomerantz. She is the Owner and CEO of Concepts For Living. They are Senior Housing Specialists, who are dedicated to finding the community that will bring seniors the quality of life and care they all deserve.
To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. www.onecapital.com/MeetWithWayne3
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