Margaritas with Marguerita Cheng, CFP® Pro

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST, women learn from industry experts how to flex their financial muscles.

Today's guest: Andrew Chanin, co-founder and CEO of Procure Holdings

Our topic: LBGT and ETF

About Andrew — The co-founder and CEO of Procure Holdings, a holding parent company of diversified subsidiaries specializing in asset management consulting services and intellectual property. He also created an organization called PureFunds, which captured $1.5B in assets under management in their theme-based ETFs, the most notable being the world's first cyber security ETF. read more...

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A Note from Marguerita Cheng, CFP® Pro — If you want to learn about how to manage your finances — and your physique — don't miss this episode of Margaritas with Marguerita Cheng, CFP® Pro, starring Richmond, VA-based financial planner David Ambrose. This financial planner is also a wellness trainer who is on a mission to get us all into shape physically and well as fiscally: www.facebook.com/hopekatzgibbs.

As the director of MetaWork for MetaFitRx, founded by his amazing wife Melissa, David and Rita discuss: read more...

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A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST, women learn from industry experts how to flex their financial muscles live on Facebook and MargueritaCheng.tv.

Today's guest: Cameron Huddleston, an award-winning personal finance journalist and author of Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances. read more...

Click here to listen to the podcast!

A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week's episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST, women learn from industry experts how to flex their financial muscles live on Facebook.

Today's guest: Jack Halpern, CEO, MyElder.com

Our topic: Working together to protect the elders we love!

We will discuss:

We all want to age at home. What is the best way to do that? How does one get access to the best care? How do we deal with guardianship and financial abuse? How do we protect our elders? About Jack: With more than 40 years of experience in the eldercare industry, Jack is a passionate champion of eldercare rights. He’s involved in training each of our Elder Advocates and educates community groups, trade associations, and at many symposia across the country. Jack has also appeared as an expert witness on Court TV and as a commentator on network and cable television. He received the Senior Care Humanitarian Award Sephardic Nursing Home in 2011. read more...

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A Note from Marguerita Cheng, CFP® Pro — We invite you to listen to today's episode of my show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST, women learn from industry experts how to flex their financial muscles.

Today's guest: Vidal Peoples, Strategies for Wealth

Our topic: How this Black Financial Planner Helps Professionals of Color Tackle Unique Challenges to Reach Financial Freedom

Vidal explains: I am a proud torchbearer of Strategies for Wealth’s 84-year tradition of excellence in engaging individuals, families, and business owners towards living great financial lives and financial confidence. I mobilize a collaborative team of specialists in individual financial and estate planning, business exit planning, and succession planning. read more...

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A Note from Marguerita Cheng, CFP® Pro — Be sure to listen and watch this week's episode of my show, Margaritas with Marguerita, where for 15 minutes each Friday at 5pm EST, women learn from industry experts how to flex their financial muscles.

You will love today's guest: Lisa Morales-Hellebo, co-founder of The Worldwide Supply Chain Federation and general partner of REFASHIOND Ventures — a powerhouse working to improve our global supply chains and create sustainable industries that will protect the future of the planet. read more...

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A Note from Marguerita Cheng, CFP® Pro — You are invited to watch today's episode of my show, Margaritas with Marguerita, where women learn from industry experts how to flex their financial muscles and gain financial security.

Today’s guest: Dien Yuen, Assistant Professor of Philanthropy at The American College of Financial Services

Our topic: The look inside the work being done at the American College of Financial Services

We will discuss:

Dien's role with the American College How she became interested in philanthropy The misconceptions that exist around philanthropy What excites you about philanthropic work The causes that resonate with Dien About Dien: Holder of the Blunt-Nickel Professorship in Philanthropy, and a designated instructor for the Chartered Advisor in Philanthropy®(CAP®) program, Dien is an authority on family philanthropy, global philanthropy, and emerging philanthropic models for corporate and community giving. read more...

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A Note from Marguerita Cheng, CFP® Pro — Please stream today's episode of my show, Margaritas with Marguerita. For 15 minutes each Friday at 5pm EST, women learn from industry experts how to do so to flex their financial muscles.

Today's guest: Marcus Turner, founder of Educational Associates & Affiliates

Our topic: The value of student services for traditional/non-traditional students in educational settings.

We discuss:

The origin of EAA How Marcus works with your students and families What he enjoys most about the work he does Strategies for families on how to find the support their students needs About Marcus: With more than 20 years of experience in senior positions that support academic affairs and student advising, Marcus’ primary responsibilities focus on academic advising, first-year experience, student retention, admission, and student development. He is highly recognized for his experience in disability supportive services, career coaching, administrative and faculty committees, and student retention consulting. Learn more at edassociates.org. read more...

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A Note from Marguerita Cheng, CFP® Pro — Don't miss today's episode of my show, Margaritas with Marguerita, where women learn how to flex their financial muscles from industry experts for 15 minutes each Friday at 5pm EST.

Meet our guest: Brian Laung Aoaeh, CFA, Co-founder & GP, REFASHIOND Ventures, The New York Supply Chain Meetup, and The Worldwide Supply Chain Federation

Today’s topic: Supply Chain Technology — The biggest investment opportunity in our lifetime?

We know you'll enjoy learning about: read more...

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