Tag Archives: Leadership

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6/16/2021 – 71. Estate Planning for Children With Special Needs With Ellen Cookman

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  • Discover how to develop and implement a special needs trust with guest Ellen Cookman, JD, LLM, certified specialist in estate planning, trust and probate law at Cookman Law, PC.
  • Ellen explains the importance of flexibility for those who implement a special needs trust within their overall plan, as well as details the tax exemption available in 2021.

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5/5/2021 – Episode 68: Moving During COVID-19? Here’s What You Need to Know — With Patrice Horvath

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  • Learn how the COVID-19 pandemic has altered the way people in the United States are purchasing and selling homes in this informative episode with realtor Illuminate Properties founder, Patrice Horvath. 
  • Patrice shares the special considerations movers and sellers must keep in mind due to the COVID-19 pandemic and shares her journey and growth as a realtor since her last appearance on Women & Wealth.

 

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Patrice Horvath: (650) 520-7675 | patrice@illuminateproperties.com | Illuminate Properties | Episode 19 – Finding Support in Realtors When Transitioning Homes

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4/21/21 – Episode 67: Helping High Earners Effectively Strategize their Financial Futures – With Erik Schei, CFA

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  • In this episode, learn about the HENRY (High Earners, Not Rich Yet) demographic and the financial considerations that come with it. 
  • Join Esther Szabo and Gates Pass Advisors’ Erik Schei as they break down the unique financial opportunities available to this demographic and the challenges they may face.

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Erik Schei’s Linkedin | erik@gatespassadvisors.com

4/7/21 – Episode 66: Solutions for Navigating the High Cost of College — With Nancy Paul

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  • Discover ways you can secure your financial future while helping your kids fund their education in this episode with college planning expert Nancy Paul 
  • Nancy shares cost-saving strategies that will empower parents and students to gain confidence, increase their opportunities, and find greater financial freedom

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | Pay Less for College Video Series | The College Treasure Chest

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3/24/2021 – Episode 65: How to Give a Killer Presentation — with Kristi Royse

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  • In this episode, Esther Szabo talks with Kristi Royse, the founder and CEO of KLR Consulting to explore how you can make the most of your presentations and pitch moments
  • Kristi reveals the expert insight she uses when coaching and supporting her clients, helping them deliver amazing presentations so they can excel in their leadership roles and achieve their personal goals 

Gates Pass Advisors: (650) 797-0280 | esther@gatespassadvisors.com | Esther Szabo’s LinkedIn | KLR Consulting | Kristi Royse’s LinkedIn