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WE CONDUCT WEBINARS AND PANELS WITH LEADERS IN ACCOUNTING AND FINTECH! Connect on LinkedIn: Connect with Deborah Daniel Connect with Diane Young Connect with Rory... read more

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Goodwill Hunting & Charitable Strategies
In this episode, Rory speaks with Randy Fox of Two Hawks Consulting about wealth and charitable planning strategies. Randy talks... read more

The AI Hype Cycle, The Power of Relationships, & Mental Health
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Latest Research on Trust and Commitment w/ Amy Mullen
In this episode, Rory and Julie speak with Amy Mullen, President of Money Quotient, to shed light on the vital... read more