Investments Restructuring Sales Tax Planning 
CFO News Room
NOVEMBER 8, 2022
And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. And then we look at estate planning. And then in the fall, we look at tax planning. Cean: Yeah. We met at an insurance agency.
Barry Ritholtz
OCTOBER 3, 2023
Now, there was one really important part of, of that as part of my job training, I was sent to the big sales offices to learn how the product was sold. One of the big sales offices was out in Long Island in Garden City. How fundamental was that to your learning about investing, trading risk management, starting with futures?
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