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- Title: James Fried 04-07-2011.mp3
- Size:55524447
Special Guests:
• 5:15 – Maria Mas Blet, CTFA Managing Director KR Financial Services, Inc. Her responsibilities are in three major focus areas: 1-Enhancing investment advisory and administrative services, 2-Building and serving their client base and. 3-Callibrating training and client service processes. Maria was a Senior Vice President at both Wells Fargo Philanthropic Services (4 years) and Northern Trust, N.A. (26 years) where she was responsible for serving large and highly sensitive clients. She worked closely with individuals, personal & irrevocable trusts, foundations & charitable trusts, non-profit & institutional, individual retirement and agency accounts. She provided administrative, charitable, family, investment, board governance and fundraising consulting. Maria has the highest level of client service experience and has assisted clients with personal income, estate and fiduciary transfer tax planning as well as planning related to charitable trusts and gifting techniques. During her tenure, Maria also served in a variety of management roles with supervisory and management responsibilities. She graduated with a Bachelors of Science from Barry University and earned the Certified Trust and Financial Advisor designation. She is now a candidate for the Certified Financial Planning program. Civic and business affiliations & community activities (Present & Past) United Way Worldwide – National Women’s Leadership Council & Speakers Bureau, Current Member; 2009 Women’s Leadership Summit, Chair; 2008 & 2010 Washington DC Advocacy Trip, Co-Chair, United Way of Miami-Dade County – Women’s Leadership Council, Past Chair & Speakers Bureau, Current Member ,Coral Gables Chamber of Commerce – Trustee Member representing Goldstein Schecter Koch & KR Financial Services, Inc.,Camillus House – Planned Giving Committee, Past Chair
• 5:25 Victor Franks, Ph.D. – 5:25 – has spent the last 13 years on Fisher Island as a massage therapist, trainer and wellness consultant for the captains of industry and finance. Author of AquaBliss: the Zero-Gravity Solution, Dr. Francs is a knowledgeable and clear voice in the jungle of conflicting information regarding your personal health and well-being. He is a Ph.D. in Naturopathic medicine. We discuss healthy living.
• Lauren Book -5:40– Executive Director, Survivor Lauren Book was a victim and is now survivor of child sexual abuse. Because of her experience, Ms. Book founded Lauren’s Kids along with her father, Ronald Book, in 2007. Under Ms. Book’s leadership, the non-profit organization works to prevent sexual abuse and help survivors heal. Book was born and raised in South Florida where she currently resides and directs Lauren’s Kids. Lauren graduated from the University of Miami with a Bachelor’s Degree in Elementary Education and Creative Writing, and she is currently working on a Master’s Degree in Community Psychology and Social Change and Non-Profit Development at the University of Miami. Lauren has been recognized for her outstanding contribution to education relating to sexual abuse and for her work within the community
