Hello, and Welcome!
Once a quarter, our team of industry experts will deliver informative and practical advice to our clients through storytelling and interviews, focusing on our holistic approach to financial well-being and lifestyle protection for high net worth individuals, families, entrepreneurs and successful business owners. Thank you for joining us on this journey, we hope to equip you with valuable, relevant and actionable insights for your financial future.
Check out our first few episodes below!
ZLC’s Podcast
WELCOME TO THE PODCAST
Host Joanna Zlotnik, MSC, CPCC | Associate
Joanna describes the journey of bringing ZLC’s new quarterly podcast to life and the great line up of guests and topics you can expect over the coming year.
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ZLC’s Podcast
STATE OF THE INDUSTRY, WITH JOHN LUTRIN
John Lutrin | President
Host Joanna Zlotnik, MSC, CPCC | Associate
John Lutrin joined ZLC Financial as President a little over a year ago, bringing his passion and deep industry knowledge to the continued growth and strategic direction of ZLC. We sit down with John to talk about the state of our industry and discuss what the future has in store.
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ZLC’s Podcast
HOLISTIC APPROACH TO PLANNING – 360°
Roundtable Discussion with Matt Anthony, CFP | Associate, Vilayphone (Violet) Smith, CPA CGA CFP CLU CHS TEP | Associate, Integrated Financial Planning
Host Mark Breakspear | VP, Sales & Marketing
A financial plan isn’t really your financial plan unless it is aligned with your personal, family, and legacy goals. What does your plan look like? Does it address taxes, risk, the implications to your estate, your business succession, and your legacy?
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Each individual’s needs are unique and warrant a customized solution. We would be pleased to discuss a specific situation with you to identify the best strategy. Should you have any questions on the above, please don’t hesitate to contact a member of our team.
We always appreciate your feedback and your comments help serve you better. If you’d like to keep the conversation going, follow ZLC Financial’s Blog and LinkedIn for more tips, tools and news from ZLC Financial.
