AUTHOR ARCHIVES :

Roger Graham of San Antonio: Practical Guidance on Estate Planning Basics

Roger Graham

photo credit: LinkedIn

Key Takeaways

  • Estate planning helps protect family assets and ensures your wishes are legally documented.
  • Essential documents include a will, power of attorney, and healthcare directives.
  • Trusts can provide flexibility, privacy, and potential tax advantages for beneficiaries.
  • Recording debts and assets prevents disputes among heirs and simplifies estate distribution.
  • Gifting and charitable donations can reduce estate taxes and support long-term legacy goals.
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Frank DeBernardo: Insights on Buffini and Company Real Estate Coaching Programs

Frank DeBernardo

photo credit: PrincipalPost

Key Takeaways

  • Frank DeBernardo’s real estate expertise provides valuable insight into Buffini & Company’s coaching programs.
  • Buffini & Company is North America’s largest real estate coaching organization, serving over three million professionals.
  • The company’s coaching focuses on structure, accountability, and goal-setting for agents and leaders.
  • Training programs like “100 Days to Greatness” and “Pathway to Mastery” teach repeatable, referral-based business systems.
  • Buffini & Company’s digital tools and resources”like Referral Maker CRM”help agents track progress and grow efficiently.
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Thomas Keehn: Practical Guidance for Custom Home Projects

Thomas Keehn

photo credit: IdeaMensch

Key Takeaways

  • Clear planning and defined goals are essential before starting a custom home project to avoid costly redesigns.
  • Site selection and due diligence prevent problems such as poor soil, drainage issues, or missing utilities.
  • Accurate budgeting with contingencies helps avoid financial stress and mid-project overruns.
  • Choosing an experienced builder ensures proper project management, accountability, and quality workmanship.
  • Effective communication between homeowners and contractors keeps timelines on track and expectations aligned.
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Adithan Arunachalam: Utilitarianism’s Role in Public Policy and Governance

Utilitarianism in policy making

Key Takeaways

  • Utilitarianism emphasizes achieving the greatest good for the greatest number in policymaking.
  • It influences decisions in areas such as health, economics, climate policy, and criminal justice.
  • While effective in maximizing welfare, it can overlook minority rights and ethical complexities.
  • Policymakers use utilitarian reasoning to justify trade-offs and balance individual and collective needs.
  • Measuring happiness and well-being remains a major challenge in applying utilitarian principles.
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Ronnie Saliba: How Sector Rotation Can Strengthen Portfolio Performance

Ronnie Saliba

photo credit: https://www.linkedin.com/in/ronnie-saliba/

Key Takeaways

  • Sector rotation helps investors adapt to different stages of the economic cycle for stronger portfolio performance.
  • It involves shifting investments between sectors that are expected to perform well based on current market conditions.
  • Data analysis, including GDP, inflation, and earnings reports, is key to identifying promising sectors.
  • Properly executed, sector rotation enhances returns while mitigating risk and protecting capital during downturns.
  • A disciplined, rules-based approach minimizes timing errors and transaction costs.
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Chris Conover of Hudson Valley: Practical Insights on AI in Modern Finance

Chris Conover

Key Takeaways

  • Chris Conover of Hudson Valley emphasizes practical applications of AI in finance for efficiency and transparency.
  • Automation through AI reduces manual workloads via tools like natural language processing and optical character recognition.
  • AI enhances trading by enabling real-time data analysis and faster, more accurate decision-making for financial professionals.
  • Risk management benefits from AI’s ability to detect fraud, anomalies, and irregularities using live data instead of historical trends.
  • AI-driven customer service tools, including chatbots and virtual assistants, improve client engagement and access to information.
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Dawn Kum: Practical Training Programs to Align Health and Human Services

Dr. Dawn Kum

photo credit: LinkedIn

Key Takeaways

  • Dr. Dawn Kum leverages 30+ years of leadership and consulting experience to strengthen health and human services.
  • Her training programs focus on coordination, standardized language, and clear role definitions across agencies.
  • Scenario-based exercises and communication drills prepare staff for real-world, multi-agency collaboration.
  • Training integrates compliance, reporting requirements, and secure information-sharing protocols to avoid failures.
  • Digital tools and shared performance metrics extend coordination, ensuring measurable outcomes and accountability.
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Mental Health Groups and Related Organizations

Dr. Wayne Jones

Key Takeaways

  • Dr. Wayne Jones is active in multiple mental health organizations advancing psychiatry and patient care.
  • As an ASCP member, he engages in psychopharmacology research, events, and clinical education.
  • Through IOCDF, he combats misconceptions about OCD and accesses specialized training resources.
  • He supports ADHD communities via ADDA and CHADD, promoting resources, training, and nationwide support groups.
  • NAMI membership connects him to grassroots advocacy, education, and mental health policy initiatives.
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Ben Weinstein of New Jersey: A Structured 30-Day Due Diligence Plan

Commercial acquisitions

Key Takeaways

  • A 30-day due diligence plan ensures no major aspect of commercial acquisitions is overlooked.
  • Front-loading financial and lease reviews builds a strong foundation for later checks.
  • Systematic inspections reduce surprises from physical or environmental issues.
  • Compliance tracking and financial comparisons confirm realistic performance expectations.
  • Final reporting consolidates findings into clear guidance for decision-making and negotiations.
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Rick Tsakalios: A Few Notable Health and Wellness Trends for 2025 and Beyond

Rick Tsakalios

photo credit: Crunchbase

Key Takeaways

  • Health and wellness is a $2 trillion global industry, with rising interest among Gen Z and millennials.
  • Functional nutrition is expanding, with products supporting gut health, energy, and preventative wellness.
  • Beauty and wellness overlap, with ingestible products like collagen gummies gaining popularity.
  • Longevity products and healthy aging solutions are a top priority for many American consumers.
  • Wellness travel and weight management continue to grow as key industry trends in 2025 and beyond.
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