For more than 30 years, Steven Goodman, President, and CEO of SGH Planning have provided insightful solutions to the challenges of business succession, wealth preservation, retirement, and charitable planning. He currently services hundreds of clients, focusing on the needs of owners of closely-held businesses and high net worth individuals.
Steven is the author of Business Succession Planning: A Guide to Transfers, Sales, Family Harmony, and Minimizing Litigation. He also has written numerous articles for leading trade journals and his accomplishments have brought the attention of such publications as the New York Times. He has paired with some of the most respected names in banking and finance to sponsor some 150 seminars about business succession and wealth preservation. On top of all these accomplishments, Steven is also a CPA, who was Vice President of the trust and investment division of JPMorgan Chase and a supervisor for KPMG, Peat Marwick.
He also holds an MBA from Fordham University and, in addition to his work with SHG Planning, he has been a Big Brother for the last 15 years and is very passionate about supporting charities that fund the education of underprivileged children. In this episode, you will hear from Steven as he shares his advice for planning the succession of your business, getting life insurance that suits your needs, and establishing wills and trusts, so make sure to tune in today!
What you’ll learn about in this episode:
Big Brothers Big Sisters of America: www.bbbs.org