What Happens When High-Achievers Retire?

What Happens When High-Achievers Retire?

EXCELSIOR CAPITAL PRESENTS What Happens When High-Achievers Retire?Join us in an engaging conversation with Susan Latremoille, Co-Founder of Next Chapter Lifestyle Advisors, as she talks about how advisors can help people transition successfully into retirement and...
Emerging CPG Brands and Building a Name in VC

Emerging CPG Brands and Building a Name in VC

EXCELSIOR CAPITAL PRESENTS Emerging CPG Brands and Building a Name in VCIn this episode, Brian sits down with Taylor Foxman, Founder and CEO of Industry Collective, to discuss the booming beverage and cannabis industry. Back to all Podcasts Podcast: Emerging CPG...
Charitable Giving as Part of the Financial Plan

Charitable Giving as Part of the Financial Plan

EXCELSIOR CAPITAL PRESENTS Charitable Giving as Part of the Financial PlanErinn Andrews, an expert in philanthropy and social entrepreneurship, is here to discuss her research on wealthy donors and giving trends. Back to all Podcasts Podcast: Charitable giving as Part...