October 24, 2020 – More Money Adam Lean, Loving Heart Susana Stoica and Cetera’s Donna Stefans

October 24, 2020 – More Money Adam Lean, Loving Heart Susana Stoica and Cetera’s Donna Stefans

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Adam Lean – Founder of The CFO Project

There is really only one qualification for a great business is knowing
how to make and keep cash. That’s it. 

Adam Lean just published his first book called Make More Money – The Business Owner’s 5-Step Plan for Bringing Home More Cash. He and his team of CFOs give small business owners the same opportunity as big businesses to have a Chief Financial Officer to help improve the profitability of their business through a system that ensures their business is financially solid and more profitable.

Susana Stoica – Author of Healing with a Loving Heart: Discover the Power of Energy Healing

To be more creative, I sleep. When I wake up,
usually I have the solution.

Susana Stoica is an expert on brain recovery. Susana has lectured to doctors, nurses, medical students, and laypeople alike. She presented her work with brain injury at a conference at Harvard Medical School, and her findings on delayed brain trauma were published in a peer-reviewed medical journal. Susana is also a certified Healing Touch Practitioner and a certified Hypnotherapist whose expertise in emotional healing is more applicable than ever in the wake of the stress caused by the coronavirus pandemic.

Donna M. Stefans – President of Summit Tax Advisors and Cetera Advisor

Try to keep 3-6 months of living expenses on the side so that
we can ride out these tough times. 

Donna Stefans has over 19 years of experience in Elder Law, Estate Planning, Retirement Income Planning, Income Tax, Asset Management and Capital Investment, giving her the ability to create and maintain holistic life-care plans for clients – from birth to legacy. She is also the President of Summit Tax Advisors Inc., a full service personal, business, trust accounting, income tax, and consulting practice. She is currently an Investment Advisor Representative with Cetera Advisor Networks LLC, and is an Accredited Investment Fiduciary (AIF). Additionally, she spends much of her free time working with people who have Alzheimer’s, Dementia, and other special needs. She is currently a member of the Board of Directors of the Long Island Chapter of the Alzheimer’s Association. Donna is a board member of HorseAbility, an established organization that improves the lives of people with special needs through therapy programs utilizing interactions with horses. She is the Vice Chair of the New York State Bar Association, Elder Law section, Financial Planning Committee.  She is also a member and active participant of the: National Academy of Elder Law Attorneys, National Academy of Special Needs Planners, National Aging in Place Council, Financial Services Institute, Financial Planning Association, and the Nassau and Suffolk County Bar Associations. Ms. Stefans’ passion is helping to advocate and educate both attorneys and individuals in the ever changing world of Elder Law, Estate Planning, and planning for all aspects of a person’s financial life.