WELCOME TO THE PODCAST 

Host Joanna Zlotnik, MSC, CPCC | Associate

Joanna describes the journey of bringing ZLC's new quarterly podcast to life and the great line up of guests and topics you can expect over the coming year.

1.1 Welcome To The Podcast

STATE OF THE INDUSTRY, WITH JOHN LUTRIN

John Lutrin | President
Host Joanna Zlotnik, MSC, CPCC | Associate

John Lutrin joined ZLC Financial as President a little over a year ago, bringing his passion and deep industry knowledge to the continued growth and strategic direction of ZLC. We sit down with John to talk about the state of our industry and discuss what the future has in store.

1.2 State Of The Industry

HOLISTIC APPROACH TO PLANNING - 360°

Roundtable Discussion with Matt Anthony, CFP | Associate, 
Vilayphone (Violet) Smith, CPA CGA CFP CLU CHS TEP | Associate, Integrated Financial Planning
Host Mark Breakspear | VP, Sales & Marketing

A financial plan isn’t really your financial plan unless it is aligned with your personal, family, and legacy goals. What does your plan look like? Does it address taxes, risk, the implications to your estate, your business succession, and your legacy?

1.3 Holistic Approach To Planning

Welcome to the ZLC Podcast. Once a quarter, our team of industry experts will deliver informative and practical advice through storytelling and interviews, focusing on our holistic approach to financial well-being and lifestyle protection for high net worth individuals, families, entrepreneurs and successful business owners. Thank you for joining us on this journey,  we hope to equip you with valuable, relevant and actionable insights for your financial future.

The ZLC Financial Podcast

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