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Season 1, Episode 12: Estate Planning and Dress for Success

Season 1, Episode 12: Estate Planning and Dress for Success

Meet The Expert with Elliot Kallen

Meet Our Guest Corrine Christensen Senior Partner & Style Advisor at J. Hilburn Craig Judson Managing Shareholder – Bold, Polisner, Maddow, Nelson & Judson, APC Welcome to Season 1, Episode 12 of Meet the Expert® with Elliot Kallen! In this episode,...
Season 1, Episode 11: Investing and Decision Making

Season 1, Episode 11: Investing and Decision Making

Meet The Expert with Elliot Kallen

Meet Our Guest Joseph Norton, CIMA Senior Regional Director at Virtus Investment Partners Margaret Dorn Senior Director at S&P Dow Jones Indices Welcome to Season 1, Episode 11 of Meet the Expert® with Elliot Kallen!  In this episode, Elliot is bringing on Joseph...
Season 1, Episode 10: Investing and The Mortgage Market

Season 1, Episode 10: Investing and The Mortgage Market

Meet The Expert with Elliot Kallen

Meet Our Guest Metin Akyol, PhD, CFA Data Scientist, Zacks Investment Management Robert Scott Senior Mortgage Advisor, Finance of America Welcome to Season 1, Episode 10 of Meet the Expert® with Elliot Kallen!  In this episode, Elliot brings on Metin Akyol, PhD and...
Season 1, Episode 9: Social Security and Wall Street

Season 1, Episode 9: Social Security and Wall Street

Meet The Expert with Elliot Kallen

Meet Our Guest Craig Kirkpatrick Managing Partner at Orinda Asset Management Jennifer Taboada Vice President, National Social Security Specialist at BlackRock Welcome to Season 1, Episode 9 of Meet the Expert® with Elliot Kallen!  In this episode, Elliot is bringing...
Season 1, Episode 8: Savvy Women Make Smart Investors

Season 1, Episode 8: Savvy Women Make Smart Investors

Meet The Expert with Elliot Kallen

Meet Our Guest Susan Kay VP of Business Development at MFS Welcome to Season 1, Episode 8 of Meet the Expert® with Elliot Kallen!  In this episode, Elliot is bringing on Susan Kay, VP of Business Development at MFS, to discuss the topics caring for aging parents, and...
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  • Customized 401(k) Plans: A Tailored Alternative to Target Date Funds
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