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Gentreo Podcast

Gentreo Podcast

Di: Jake Murphy
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A proposito di questo titolo

 Podcast on all things estate planning! Gentreo is the premier online estate planning platform and your source for information on everything surrounding estate planning in the modern day. As of February 2023, The Gentreo Podcast will begin uploading monthly episodes to offer deeper insight into the many aspects of modernized estate planning.© 2024 Gentreo Podcast
Episodi
  • Scam Protection: Avoiding the 10 Billion Dollar Fraud Industry

    Scam Protection: Avoiding the 10 Billion Dollar Fraud Industry
    Oct 3 2024

    Jacob is joined this week by Walt Laskos, a credit union industry communications and public relations veteran and educator of more than 20 years. Walt and Jacob discuss the scam, financial fraud and elder abuse industry. An industry that this coming year alone will con over 10 billion dollars away from everyday people like you.

    What do these scams look like? What can we do to stop them? How do we protect the elderly and the most venerable?
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    45 min
  • Solutions With Soul: Doing Well While Doing Good

    Solutions With Soul: Doing Well While Doing Good
    Aug 29 2024

    Our next guest has been in the movement for 17 years primarily in the CUSO space. He started his career at the US’s oldest “CUSO” the Maine Credit Union League Insurance Trust where he co-founded and went on to help lead the CUSO created CU Certified. He was the VP of Sales at Arkatechture (Now Arkatechture CUSO) and now is the CEO of CU Sol (a 4 Credit Union CUSO) which leads the CU Safe Initiative (A CU focused Domestic Violence Initiative). He is passionate about saving small credit unions and leagues and believes in solutions with soul as well as his personal motto “If it can’t be fun it can’t be done”.

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    44 min
  • School's in Session: Send Your Student Back to Campus With Peace of Mind

    School's in Session: Send Your Student Back to Campus With Peace of Mind
    Aug 15 2024

    Join Jacob as he goes through the importance of having your estate documents in order as the school season starts up again.
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    6 min
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