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Month: October 2022

Welcome To Eloma EP34 - Integrating Holistic Financial Planning with Tammy Trenta “If you have a successful business, make sure that you find an advisor that understands you and gets you, that's a fiduciary,” explains Tammy Trenta, Founder and CEO of Family Financial. Tammy is a certified financial planner, tax coach, and exit planning advisor....

Welcome To Eloma EP33 - Exploring Entrepreneurship as a Multipotentialite with Pixie Paula Dezzutti “Don't set limits, try to be limitless. And I think the rest will fall into place. But remember, you're the only one setting the limits or telling yourself the story. So if somebody tells you no, or can't go along with...

Welcome To Eloma EP32 - Announcing The Women in Exit Planning Symposium with Exit Planning Institute and RAYNE IX “This will be a great space for people to get to meet others in a similar space and meet regionally and just get to connect with other women,” shares Paige Wysocki, Marketing Manager for the Exit...

Welcome To Eloma Episode 31: Building Business Owners' Personal Wealth with Ali Nasser “What is your end goal for the company and what actions can you take right now to help get you closer to that end goal? And if you haven't identified the end goal, that first step is to say, ‘Hey, here's my...