Segment 1: Steve Goldstein is a proven leader who has held executive positions with leading global brands, such as American Express (Chairman and CEO of American Express Bank), Sears (President of Sears Credit), and Citigroup, as well as several early-stage enterprises. He currently works in the private equity industry as a Senior Advisor with the consulting and advisory firm Alvarez & Marsal.

Segment 2: David Spark is a veteran tech journalist and founder of Spark Media Solutions, a brand journalism firm that helps its clients be seen as leading voices in their field through brand-quality media production. He is the author of the new book “Three Feet from Seven Figures: One-on-One Engagement Techniques to Qualify More Leads at Trade Shows”.

Segment 3: Lori K. Bitter provides strategic consulting, research and development for companies seeking to engage with mature consumers at The Business of Aging. Her new book, The Grandparent Economy was released in September 2015. She serves as publisher of GRAND – the digital magazine for grandparents.

Segment 4: Mickal Adler is the manager of Adler’s Jewelry in New Orleans. He was a partner in a law practice before he came back to work for his family’s business more than a decade ago. Mickal is now part of the fourth generation of owners and operators of the business.

Segment 5: Garrett Gregory is an attorney for Gregory Law Group PLLC. He is a former IRS agent now helping small businesses defend themselves against the IRS.

Sponsored by Sage and Nextiva.

#354 Engagement, Trade Shows, Marketing to Baby Boomers, Minimize Your Taxes

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