Preview Mode Links will not work in preview mode

The Results Podcast with Michael Altshuler

May 25, 2019

Joseph Eppy is an Ohio State University graduate and president and Chief Visionary Officer of The Eppy Group. He and his firm help clients with many facets of financial planning such as: retirement maximization strategies, business solutions, philanthropic fundraising, college funding options, estate planning strategies, and special needs planning.

Joe's approach to planning revolves fundamentally around educating his clients to help ensure their ability to make well planned decisions. He works alongside both his sons propelling the firm into the next generation. He believes that change is a constant, and keeps his eye on the global economy and the ever changing product environment. He currently serves on the following boards: Unicorn Children’s Foundation, Nova Southeastern University Ambassadors, Florida Atlantic University–Center for Autism and Related Disabilities (CARD) and Riverwalk Trust. He is also a proud member of the Tocqueville Society of the United Way of Broward County and serves on many of their committees. He is an active community leader, and is a sponsor and donor to many organizations in Fort Lauderdale and throughout Broward County where he enjoys to work, live and play!


FREE "7.5 Steps to Achieving Extraordinary Goals" eBook:


Please SUBSCRIBE and leave a review!