1.6K
Downloads
33
Episodes
The Newton Knowledge Podcast is intended to provide meaningful content to our advisor community and anyone interesting in learning about sophisticated insurance related topics, focusing on estate planning, wealth transfer and executive benefits. Newton One is a national life insurance planning firm and a member of the M Financial Group.
Episodes
Wednesday May 17, 2023
Wednesday May 17, 2023
Join Newton One (Steve Target and Mark Singer), Julia Brines with Haefele Flanagan and Dan Caramanico, CEO of Caramanico Maguire, as they discuss their approaches and processes to cultivate valued relationships with professionals that complement their own firm’s specializations. Recorded live at the Union League of Philadelphia, this discussion provides valuable resources related to the importance of collaboration.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.