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ONE AND DONE - INDUSTRY NEWCOMER PASSES ON FIRST TRY In this episode, Sev and guest, Jonathan G. Wilson, MBA, APMA, CFP®, Director of Financial Planning Services/Associate Wealth Management Advisor discuss how he passed the CFP® Exam on first try. Originally from the Baraboo, Wisconsin area, Jon joined the financial...
In this podcast, Sev introduces Pro Exam Tutors' newest tutor Jerry Pecaro, CPA & Lead Tutor. Jerry provides valuable insight on Kiddie Taxes and Earned/Unearned Income. About Jerry Pecaro, CPA Jerry is presently tutoring for FAR and BEC (only). Jerry Pecaro, CPA & Lead Tutor, is a Certified Public Accountant by profession and...
In this podcast, Sev speaks to Jacob Hartz, J.D. Managing Director of NFP Insurance Solutions in Chicago, IL about the various applications of life insurance, particularly in regard to estate planning. Topics discussed include how life insurance can be used to mitigate estate taxes, transfer wealth efficiently, and how it...
In this episode of the Earn Your Marks podcast, Sev and special guest Avo Mavilian discuss Life Insurance, Estate Planning, and Taxes in practice. To get in touch or to share your thoughts, you can reach Sev at info@proexamtutors.com or call us at (888) 870-7277. Released 12.20.22
