Ep #19: Navigating Small Business Financial Statements with Eric Josovitz
In this episode, Eric Josovitz, Founder of AdaptCFO, joins the show to highlight some of the intricacies of small business financial statements, focusing on veterinary hospitals.
Ep #18: Exiting the Business: Insights from Veterinary Industry Icon Tommy Thompson
In this episode, we talk to Tommy Thompson, a veterinary industry veteran who has established several practices and veterinary real estate companies. He shares his insights on the complex process of exiting the business.
Wealth Planning 101: Tips for Designing Your Financial Future
Brought to you by Colin Sturgis, Partner and Wealth Advisor, and Victoria Santini, Planning Associate, this informative webinar is intended to help anyone new to investment planning and financial management learn some basic tips for designing their financial future.
Monthly Investment Webcast: Cutting Through the Noise – August 2023
Tony Welch, Chief Investment Officer at SignatureFD, brings his expertise to sorting through complex economic data.
Monthly Investment Webcast: Cutting Through the Noise – July 2023
Tony Welch, Chief Investment Officer at SignatureFD, brings his expertise to sorting through complex economic data.
Monthly Investment Webcast: Cutting Through the Noise – June 2023
Tony Welch, Chief Investment Officer at SignatureFD, brings his expertise to sorting through complex economic data.
Monthly Investment Webcast: Cutting Through the Noise – May 2023
Tony Welch, Chief Investment Officer at SignatureFD, presents an overview of some economic and market data we believe is worth paying attention to, identifying what data may be most impactful to help you sort through the abundance of information available.
Monthly Investment Webcast: Cutting Through the Noise – April 2023
Tony Welch, Chief Investment Officer at SignatureFD, presents an overview of some economic and market data we believe is worth paying attention to, identifying what data may be most impactful to help you sort through the abundance of information available.
Monthly Investment Webcast: Cutting Through the Noise – March 2023
Get an overview on the latest investment trends and market data by joining SignatureFD’s monthly webcast for March 2023.
Monthly Investment Webcast: Cutting Through the Noise – February 2023
Join SignatureFD’s monthly webcast for February 2023 and stay up-to-date on the latest investment trends and insights with Tony Welch, Chief Investment Officer.
Monthly Investment Webcast: Cutting Through the Noise – January 2023
After negative real growth in the year’s first half, the U.S. economy looks to have reaccelerated in the second half of 2022.
Monthly Investment Webcast: Cutting Through the Noise – December 2022
After negative real growth in the year’s first half, the U.S. economy looks to have reaccelerated in the second half of 2022.
Monthly Investment Webcast: Cutting Through the Noise – October 2022
Join SignatureFD’s monthly webcast for October 2022 and stay up-to-date on the latest investment trends and insights.
Monthly Investment Webcast: Cutting Through the Noise – September 2022
Mid-term election years tend to be difficult for the market and 2022 has been no different. What might we expect from here?
Monthly Investment Webcast: Cutting Through the Noise – August 2022
The stock market has broadly tracked out the pattern of first-half weakness we laid out in our 2022 outlook. Do we believe the strength will continue into year-end?
Podcast Recap: Why Does Net Worthwhile Matter?
SignatureFD’s CEO, Heather Fortner, recently sat down with The Business of Intuition Podcast to discuss activating wealth and our unique brand promise: Net Worthwhile®.
Holistic Wealth Management with Heather Fortner
SignatureFD’s CEO Heather Robertson Fortner talks about SignatureFD’s brand promise Net Worthwhile and how it helps connect the pieces of wealth, so they can work more intentionally.
Empower to In Power #7: Changing Lives by Providing Shelter with Lisa Gordon
Lisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is…
Empower to In Power #6: Creating Systemic Change with Leslie Turner
Leslie Turner is the former Senior VP of Hershey Company and former Associate General Counsel for the Coca-Cola Company. With over 30 years of legal experience, she has served as…
Empower to In Power #5: Creating Opportunities For Women of Color with Audra Cunningham
Audra Cunningham spent more than 20 years working in telecommunications before switching gears in 2008 to pursue a career in commercial real estate. Now she is the first woman to become a…