Learning Center for Advisors
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Learning Center for Advisors
3 Questions in 3(ish) Minutes: Aviva Sapers Talks With Elissa Regovin and Aliza Dash About Their Specialized Work in Elder Moves Real Estate
In this edition of our 3×3 podcast series, Aviva Sapers chats with Elissa Regovin and Aliza Dash of Hammond Residential about their targeted approach to the real estate needs of seniors. Read More
Podcast: How life insurance is used to help create successful Estate Planning outcomes
Aviva Sapers, President & CEO at Sapers & Wallack, and Andrew MacDougall, Partner & Managing Director of Wealth Management in conversation with Minerva Pinto, Private Wealth + Art Law Attorney at Holland & Knight LLP, around questions about how life insurance can be used as a vital tool in estate planning for tax liquidity, equalization,… Read More Read More
3 Questions in 3(ish) Minutes: Aviva Sapers and Robin Gross Talk Meaningful Client Engagements, Life Advice, and What Makes Alliance Mediation Services Stand Out
In this edition of our 3×3 podcast series, Aviva Sapers welcomes Robin Gross, Founder of Alliance Mediation Services, for a short Q&A. Read More
3 Questions in 3(ish) Minutes: Evan Macedo and Tim Borchers Talk Life Defining Advice, Meaningful Challenges, and Best Books
In this edition of our 3×3 podcast series, Evan Macedo welcomes Tim Borchers, Founder of Borchers Trust Law, for a short Q&A on the value of being yourself professionally and guiding your clients for lasting impact. Read More
Podcast: What Clients Should Ask Their CPA Before Asking Their Advisor About Retirement Income
Aviva Sapers, President & CEO at Sapers & Wallack, and Jonalyn Sullivan, CPA, & Partner at LGA, answer questions about what should ask their CPA before asking their advisor about retirement income. Read More
3 Questions in 3 Minutes: David Appel and Steven M. Carr Explore Advice, Impact & Client Success
In this thought-provoking edition of our 3×3 podcast series—three questions, three minutes, endless insight—David Appel welcomes Steven M. Carr, Partner at Rubin and Rudman LLP, for a rapid-fire conversation that dives into the heart of professional purpose. Together, they unpack the real-world challenges they’ve helped clients overcome, the advice that shaped their journeys, and the… Read More Read More
3 Questions in 3 Minutes: Aviva Sapers Talks Leadership, Legacy & Insurance with Hilb NE EVP Cristie Hanaway
In this energising episode of our 3×3 podcast series—three bold questions in just over three minutes—Aviva Sapers sits down with Cristie Hanaway, Executive Vice President at Hilb NE, for a fast-paced, heartfelt conversation that blends professional wisdom with personal flair. From the advice that shaped her career to the places that inspire her most, Cristie… Read More Read More
3 Questions in 3 Minutes: Aviva Sapers Interviews Estate Planning and Probate Attorney, Melissa Sydney
In this episode of our 3×3 podcast series—three thoughtful questions in just over three minutes—Aviva Sapers sits down with Melissa Sydney, partner at Tarlow Breed Hart & Rodgers P.C. and a trusted voice in estate planning and probate law. Their brief but engaging exchange dives into the kinds of questions that reveal the heart behind… Read More Read More
3 Questions in 3 Minutes: Aviva Sapers Interviews International Tax Expert Ken Vacovec
In this episode of our 3×3 podcast series—three thoughtful questions in just over three minutes—Aviva Sapers sits down with Ken Vacovec, founding partner of Vacovec, Mayotte & Singer and a recognized leader in U.S. and international tax law. Their quick but rich conversation explores the kinds of questions that spark personal reflection and reveal what… Read More Read More
3 Questions in 3 Minutes: Aviva Sapers Interviews Family Law Powerhouse Lisa Cukier
Welcome to the debut episode of our new 3×3 podcast series—three thoughtful questions in just over three minutes with standout voices from across our industry. In this episode, Aviva Sapers sits down with Lisa Cukier, Partner at Rubin and Rudman and a leading figure in family law. Their conversation touches on the kinds of questions… Read More Read More
Podcast: Insight & Advice for End of Year Charitable Giving Strategies
Aviva Sapers, President & CEO at Sapers & Wallack, and Valerie Sherman, Director of Major & Planned Giving at Colby College, answer questions about Insight & Advice for End of Year Charitable Strategies from both an advisors vantage point and that of a legal expert within a charity of itself. Read More
Podcast Q&A: “Executive Benefits Today“
Aviva Sapers, CEO and Patrick J.Bugbee. Director, Executive Benefits & Administration at Sapers & Wallack answer questions about their blog “Executive Benefits Today” You can read the blog: “Executive Benefits Today – Sapers & Wallack (sapers-wallack.com)” here. Read More
Podcast Q&A: “Reduced Health Care Costs & Shared Profits with the InCap® Group Captive“
Paul Clark, Managing partner, National Health Care Captive Practice Leader of Clark & Lavey, A Hilb Group Company and Evan Macedo Treasurer & Vice President of Finance & Operations at Sapers & Wallack answer questions about their blog “Reduced Health Care Costs & Shared Profits with the InCap® Group Captive” You can read the… Read More Read More
Podcast Q&A: “Disability – Why is Income Protection Important?
Aviva Sapers, CEO and and Kristen Maalouf, Executive Assistant of Sapers & Wallack , answer questions about their blog “Disability – Why is Income Protection Important?” You can read the blog: “Disability – Why is Income Protection Important?‘” here. Read More
Podcast Q&A: “Has Your Company Taken Advantage of the R&D Tax Credit Program?“
Evan Macedo, Treasurer & Vice President of Finance & Operations at Sapers & Wallack and Skyler Kressin CPA & Partner at Dominion Enterprise Services, answer questions about their blog “Has Your Company Taken Advantage of the R&D Tax Program” You can read the blog: “Has your Company Taken Advantage of the R&D Tax Program‘”… Read More Read More
Podcast Q&A: Financial Matters for Women in Divorce
Aviva Sapers, CEO of Sapers & Wallack and Lisa M. Cukier, Partner & Co-Chair of Burns & Levinson LLP, answer questions about their blog “Financial Matters for Women Divorce” You can read the blog: “Financial Matters for Women in Divorce‘” here. LISA M. CUKIER is a Partner, Co-Chair of the Private Client Group, and Executive… Read More Read More
Podcast Q&A: Employee Retention Credit – There Is Still Time To File
Evan Macedo, Treasurer & Vice President, Finance & Operations of Sapers & Wallack, answers questions about his blog “Employee Retention Credit – There Is Still Time To File” You can read the blog “Employee Retention Credit – There Is Still Time To File” here. Read More
Podcast Q&A: Why Foreign Nationals, Green Card Holders, and US Citizens who Own Property Abroad and Property in the United States Should Consider Purchasing Life Insurance
Aviva Sapers, President and CEO of Sapers & Wallack, and Kenneth J. Vacovec, Founding Partner of Vacovec, Mayotte & Singer, answer questions about their blog “Why Foreign Nationals, Green Card Holders, and US Citizens who Own Property Abroad and Property in the United States Should Consider Purchasing Life Insurance” You can read the blog “Why… Read More Read More
Podcast Q&A: Medicare Coverage: What to Expect, How to Enroll, and Will you Need Supplemental Plans for Retirement
Aviva Sapers, President and CEO of Sapers & Wallack, and Peter Stoner, President and CEO of Stoner & Company, answer questions about our October blog ‘Medicare Coverage: What to expect, how to enroll, and will you need supplemental plans for retirement’. Read More
Podcast: Q&A on “Cyber Security: It’s a Nightmare Scenario” with Cristie Hanaway
Cristie Hanaway, Senior Vice President of Property & Casualty at the Hilb Group of New England, part of the Sapers & Wallack organization, answers questions about our April blog, “Cyber Security: It’s a Nightmare Scenario“. Listen to our podcast here: Read More