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About the Author:
Brian P. Callanan
Certified Exit Planning Advisor,
Callanan Financial Advocates
He started his finance career working with a boutique investment bank. Shortly thereafter, he was recruited by UBS Private Wealth Management in Palm Beach FL. More specifically, Florida’s #1 Financial Advisor, a Barron’s Top Advisor with over $1Billion in Assets Under Management.
Brian has held executive roles on various Boards of Directors with the Internet Coast – CIO Council & the South Florida Telecom Forum. Currently, he is on the Board of the South Florida Technology Alliance, Fire Wall Education Centers and Mental Wellness Network Alliance. Much of his volunteer time is invested in the Boy Scouts of America. He has done a tremendous amount of work on projects supporting many other charitable organizations in the community. Otherwise, he is a single Dad raising his 18-year old son - who has earned the rank of Eagle Scout and is a Senior at American Heritage.
Brian is completing the education process is to be a Crush It With Challenges Certified Consultant / Partner and 100X Coach for Kingdom Entrepreneurs. Both disciplines are accredited by Pedro Adao. If you do not know him, you soon will, as he is taking the global marketing industry to another level. The techniques are predictable, proven and rooted in biblical principles.
Key Note Speaker:
This information will enable a business owner to:
- achieve their business and personal goals
- facilitate their retirement
- control how and when they exit
- ensure survival and growth of their business
- preserve family harmony
- reduce employee and family uncertainty
- maximize company value in good times and bad
- minimize, defer or eliminate capital gains, estate and income taxes
- have strategic options from which to choose
Brian P. Callanan, AAMS®, AIF®, CBC®, CEPA®, CLTC®, RICP®
www.linkedin.com/in/brianpatrickcallanan
brian@callananfinancial.com
Ft. Lauderdale, FL 33319
954-557-3400
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