What Highly Regulated Business Should Ask Before Hiring a COO
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions Highly Regulated Business Should Ask Before Hiring a COO. To help prepare you, I’ve invited my good friend, Julio Gonzalez, to join us. Julio is the Chief Execution Officer with OptiCution, where he specializes in optimizing business processes, enhancing efficiency, and driving growth for highly regulated industries. Julio helps businesses navigate complex operational challenges to achieve sustainable results. To schedule an online zoom consultation with Wayne to discuss your Wealth Management...
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What High Net Worth Families Should Ask About Long Term Care Planning For Their Loved Ones
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions HNW Families Should Ask About Long Term Care Planning For Their Loved Ones. To help prepare you, I’ve invited my good friend, Mimi Santry, to join us. Mimi is the Owner and a Certified Senior Advisor at Assisted Living Locators in Western Connecticut. She also serves as an advisor to Tendercare. An App designed to support caregivers by giving them organizational, planning and safety tools. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the...
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What To Ask About How Our Parents and Loved Ones Can Maintain Independence In Their Later Years
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions To Ask About How Our Parents and Loved Ones Can Maintain Independence in Their Later Years. To help prepare you, I’ve invited my good friend, Laurie Miller, to join us. Laurie is the Founder of Apple Care and Companion, a Dallas-based home care agency. She also served as Past President of the Dallas Area Gerontological Society and co-founded initiatives like Conversation Ready NTX to promote end-of-life discussions, the Purpose Project for caregiver training, and AgeTechNow.com, which is a resource...
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What U.S. and Canadian Citizens Should Ask About Obtaining Mexican Residency
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions U.S. and Canadian Citizens Should Ask About Obtaining Mexican Residency. To help prepare you, I’ve invited my good friend, Juan Felipe Sanchez, to join us. He is a Partner at Mexican Business Law, a firm specializing in corporate law, mergers and acquisitions, real estate, and foreign investment. With extensive experience advising international clients on residency, business setup, and property transactions in Mexico, Juan is the ideal guide for navigating these opportunities. To schedule an online...
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What California Residents Should Ask About Their Estate Plan Before Relocating To Texas
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions California Residents Should Ask About Their Estate Plan Before Relocating To Texas. To help prepare you, I’ve invited my good friend, Marlyn Shulz, to join us. She is a Texas Estate Planning Attorney who is also licensed in California. With her firm, Brenham Estate Plans, Marlyn specializes in helping clients navigate complex relocations, estate strategies, and asset protection, drawing on her dual-state expertise to ensure seamless transitions for high-net-worth families. To schedule an online zoom...
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Why Does Traditional Estate Planning Often Fail Families?
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions To Ask About Why Traditional Estate Planning Often Fails Families. To help prepare you, I’ve invited my good friend, Debbie Babb, to join us. She is a third-generation Los Angeles attorney specializing in estate planning for complex family dynamics, including blended families and high-net-worth individuals. 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 You Should Ask Before Buying A Small Business To Qualify For An E-2 Visa
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions You Should Ask Before Buying A Small Business To Qualify For An E-2 Visa. To help prepare you, I’ve invited my good friend, Ken Elkin, to join us. Ken is the founder of Acquisition Experts, a serial entrepreneur with over 40 years in business acquisitions and a specialist in E-2 Visa-qualifying deals. Ken's buyer-focused approach has helped countless clients find and close on small businesses that meet visa standards. To schedule an online zoom consultation with Wayne to discuss your Wealth...
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What High Net Worth Families Should Ask About The Great Wealth Transfer
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions High Net Worth Families Should Ask About The Great Wealth Transfer. To help prepare you, I’ve invited my good friend, Gretta Zutz, to join us. She is a seasoned financial professional serving a diverse clientele from artists to CEOs. She's passionate about educating clients on building legacies, providing solutions for businesses and individuals focused on longevity and sustainability, and is a proud member of WIF or (Women in Insurance and Financial Services). To schedule an online zoom...
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What Founders Should Ask Before Selling Their Business
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions Founders Should Ask Before Selling Their Business. To help prepare you, I’ve invited my good friend, Emmanuelle Subar Litvinov, Esq, to join us. She is a Partner with The Entrepreneur Lawyers and a dedicated business attorney who specializes in mergers and acquisitions, private securities offerings, equity financings, and partnership structuring. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below. Subscribe to our YouTube...
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What To Ask Before Setting Up A Gun Trust
3 Questions
On this episode of the 3 Question Podcast, our topic will be focusing on the 3 Questions To Ask Before Setting Up A Gun Trust. To help prepare you, I’ve invited my good friend, Ty Supancic, to join us. He is a Woodland Hills, California-based attorney with The Law Collaborative. Ty specializes in the areas of in family law, estate planning, and gun trusts. With his focus on collaborative solutions and helping clients navigate complex asset transfers, Ty is the perfect guide for this topic. To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs,...
info_outlineOn this episode of the 3 Question Podcast, our topic will be focusing on 3 Questions To Ask About Why Traditional Estate Planning Often Fails Families. To help prepare you, I’ve invited my good friend, Debbie Babb, to join us. She is a third-generation Los Angeles attorney specializing in estate planning for complex family dynamics, including blended families and high-net-worth individuals.
To schedule an online zoom consultation with Wayne to discuss your Wealth Management needs, click the link below.
www.onecapital.com/MeetWithWayne3
Subscribe to our YouTube Channel!
https://www.youtube.com/@3questionswebcast
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