Get ready for an exclusive behind-the-scenes look at the New York Times DealBook Summit! In this episode of The Power Forward Pod, we’re joined by returning guest Michael Kane to unpack the big takeaways, unforgettable moments, and lessons from this one-of-a-kind event. The DealBook Summit gathers some of the world’s most influential leaders, thinkers, and innovators, offering an intimate glimpse into the ideas shaping our future.

What’s Inside This Episode:

• What Makes the DealBook Summit Unique: A look at the event’s unmatched atmosphere, from its intimate setting to its star-studded attendee list.
• Highlights from Top Speakers:
• Sam Altman on the future of AI—insights into OpenAI's path, the rise of ChatGPT, and the optimism driving technological advancements.
• Jeff Bezos on leadership and vision—key takeaways from his standout appearance and what sets him apart.
• Reflections on Bill Clinton's emotional moments and Jerome Powell's surprising personal anecdotes.
• The Power of Live Connection: Why experiencing these discussions in person creates a deeper impact than media soundbites.
• Themes of Optimism and Authenticity:How the human side of these leaders—beyond money and fame—emerged throughout the event.

This episode is packed with practical insights on leadership, innovation, and staying ahead in a constantly changing world. Whether you're leading a team, exploring new ideas, or just curious about what drives today’s movers and shakers, you’ll walk away with fresh perspectives.

7573038RG_Jan27

Welcome to the Power Forward Pod, where meaningful dialogues spark transformation! In this episode, our host sits down with Hunter Gimbel, CEO and Managing Partner of The Gaber Group, for a deep dive into the art of financial advisory, leadership, and navigating change in a competitive industry.

Discover the power of collaboration, the importance of legacy, and why both Hunter and Ruvin believe in building firms that transcend their founders.

Key Highlights:

• Leadership Lessons: Hear Hunter's journey of stepping into big shoes and leading with humility while maintaining the company’s legacy.
• Estate Planning Simplified: Learn how financial advisors can approach estate planning with a personal, client-focused lens.
• Scaling While Serving: Explore the balance of wearing two hats—business leadership and client advisory.
• The Future of Financial Advisory: Dive into industry challenges like advisor shortages, AI integration, and fostering trust with clients in a shifting landscape.
• Crafting the Perfect Elevator Pitch: Tips for presenting your value in every interaction, from boardrooms to casual meet-ups.

Take away actionable insights on how to stay client-focused, innovate in your practice, and build a legacy that lasts. 7479903DH_JAN27

Welcome to the Power Forward Pod, where conversations spark insight and collaboration reigns supreme! In this episode, hosts Ruvin Levavi and Joe Shalom dive into the essentials of financial planning for young professionals, sharing insights and strategies to help you build a solid foundation as you embark on your career.

Join us as we distill the key takeaways from a recent community seminar, offering practical advice and answers to pressing financial questions:

1. Understanding Financial Planning: What does it mean to create a financial plan, and why is it crucial for your future?
2. Investment Basics: How do you start investing wisely? Learn about market trends and the importance of long-term planning.
3. Emotional Investing: Why do most investors struggle with buying low and selling high, and how can you avoid common pitfalls?
4. Building an Emergency Fund: What is the recommended cash reserve, and how does it protect your investments?
5. Retirement Savings: Explore the benefits of Roth vs. traditional IRAs and how to effectively balance your savings for immediate and future needs.

This episode offers you actionable strategies and expert insights to inspire and motivate you on your financial journey. Whether you’re just starting your career or looking to enhance your financial literacy, this discussion is packed with valuable information.

Tune in to discover how to navigate your financial future with confidence—because taking the first step can change everything!

We'd love to hear your thoughts on this episode! Have questions or experiences to share about your career journey? Reach out to us at mikaela@powerforwardgroup.com or visit our website at powerforwardgroup.com. Your feedback helps us create content that matters to you.

Securities and investment advisory services are offered through Registered Representatives of Hornor, Townsend and Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SEC. 600 Dresher Rd., Horsham, PA 19044, 800-876-7637 www.HTK.com. Power Forward Group is unaffiliated with HTK.

Approval code: 7167622RG_Oct26