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The Second Stage

The Second Stage

Monday at 2 PM Pacific

November 28th 2016:Encore: From Entrepreneur to Investor

We are thrilled to welcome Joan Crain, Global Family Wealth Strategist, BNY Mellon Wealth Management, this week to The Second Stage. Joan works closely with wealthy families and their advisors to provide comprehensive and customized wealth planning solutions. We will speak with Ms. Crain about steps one can take to ensure a successful navigation of the transition from an active owner/operator to a business investor, post exit. Ms. Crain notes that it is extremely important for a business owner to carefully consider both lifestyle and psychological changes that accompany the transition from ent

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Joan Crain

Joan Crain, Senior Director, Global Family Wealth Strategist, BNY Mellon Wealth Management. Joan works closely with wealthy families and their advisors to provide comprehensive and customized wealth planning. She joined the firm in 2001 and has more than 25 years of experience working with individuals and families, with special focus on navigating through major life transitions. Joan is frequently invited to speak to clients and professional groups such as the American Academy of Matrimonial Lawyers, the American Institute of CPAs, the Society for Trust and Estate Practitioners (STEP) and numerous local Bar conferences and estate planning councils throughout the United States. To learn mor
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https://www.voiceamerica.com/show/2237/the-second-stage The Second Stage https://www.voiceamerica.com/show/2237/the-second-stage We are thrilled to welcome Joan Crain, Global Family Wealth Strategist, BNY Mellon Wealth Management, this week to The Second Stage. Joan works closely with wealthy families and their advisors to provide comprehensive and customized wealth planning solutions. We will speak with Ms. Crain about steps one can take to ensure a successful navigation of the transition from an active owner/operator to a business investor, post exit. Ms. Crain notes that it is extremely important for a business owner to carefully consider both lifestyle and psychological changes that accompany the transition from entrepreneur to investor. She will touch on the significance of having a good team of advisors in place, who the team should consist of, and the role each plays. Join us to learn more! VoiceAmerica | Talk Radio | Online Talk Radio studio@voiceamerica.com false DD/MM/YYYY Add to Calendar
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