Day: October 11, 2024

#FASuccess Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors, With Michael Kramer – Go Health Pro

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#FASuccess Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors, With Michael Kramer – Go Health Pro

Welcome everyone! Welcome to the 406th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Michael Kramer. Michael is the manager of Natural Investments, an RIA based in San Francisco, California that has offices across the country, overseeing $1.9 billion in assets under management for 1,300 client households. What’s unique about … Read more

Why you should have smoke alarms by The Texas Insurance Podcast – Go Health Pro

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Why you should have smoke alarms by The Texas Insurance Podcast – Go Health Pro

TDI experts answer Texans’ top auto insurance questions. What should auto insurance cost, and what’s the best kind to get? To answer a question about cost, you need to know what a policy covers first. TDI’s automotive insurance guide can help, and there’s a policy comparison tool at www.opic.texas.gov. It’s important to know what you … Read more

Lancaster Conservancy Announces Expansion of Kellys Run Nature Preserve – Go Health Pro

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Lancaster Conservancy Announces Expansion of Kellys Run Nature Preserve – Go Health Pro

Press release shared by Lancaster Conservancy, October 8, 2024. Map courtesy of the conservancy. Lancaster Conservancy (the Conservancy) is expanding Kellys Run Nature Preserve in Holtwood, Lancaster County, by 43 acres. With this new addition, the beloved nature preserve will total over 500 acres. The property under agreement includes an additional quarter mile of the … Read more

Relyance lands $32M to help companies comply with data regulations – Go Health Pro

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Relyance lands M to help companies comply with data regulations – Go Health Pro

As the demand for AI surges, AI vendors are devoting greater bandwidth to data security issues. Not only are they being compelled to comply with emerging data privacy regulations (e.g., the EU Data Act), but they’re also finding themselves under the microscope of clients skeptical about how their data is being used and processed. The … Read more

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