Creating a Legacy, sponsored by WeiserMazars

Compiled by Tina Irgang

SmartCEO and WeiserMazars Wealth Advisors LLC asked members of this year’s class of Brava honorees to share how they are creating their legacy at the companies they lead and in the communities where they live and work. In addition, participants in the discussion shared how they incorporate legacy and succession planning into the daily work of running a business. SmartCEO and WeiserMazars also asked the participating executives to comment on how mentors have influenced their legacy choices.

Weiser Mazars

Click here to listen to the Think Tank discussion

Moderator:
Joan Antoniello, principal, WeiserMazars Wealth Advisors LLC

Susan Grbic, tax practice leader, WeiserMazars Wealth Advisors LLC

Panelists:

Fran Biderman-Gross, CEO and Strategista, Advantages

Rhea Wong, executive director, Breakthrough New York

Bari Zahn, managing partner, Dai & Associates P.C.

Lisa J. Dolan, CPP, president, People’s Accident Information Svs. d/b/a Securit

Mary F. Pisarkiewicz, founder and chief creative officer, PM + CO

Rachel Braun Scherl, co-founder and principal, SPARK Solutions for Growth

Janine Darling, founder and CEO, Stash America LLC

Dr. Marsha Firestone, founder and president, Women Presidents’ Organization

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