Brenda Geiger, Expert Estate & Business Planning Attorney and Michelle St. Clair, CEO of Elite Lifestyle Mgmt
September 8, 2016
Richard and Joe welcomed show sponsor Brenda Geiger, trust attorney, and Michelle St.Clair a luxury concierge.
Brenda Geiger and the Geiger Law Office is an Estate and Business Planning law firm providing prosperous people strategies and legal advice on how to protect their families, assets, and businesses. They specialize in helping their clients protect themselves and their families from creditors, predators, and divorcing spouses. She collaborates with Richard on complex estate issues that affect family offices.
In addition to serving her clients and managing her firm, Brenda Geiger has made the time to be a prolific writer and hosts several educational annual events designed to help people understand the mechanics of creating and maintaining an estate plan.
Her upcoming event on September 20th will address a change to the IRS code Section 2704 which will substantially increase wealth transfer taxes. On the show, she will discuss these changes to the code, and how they will affect wealth transfer and what individuals can do to protect their assets before these changes go into effect. Brenda also has a fun event coming up on October 7th for car lovers!
Ms. Geiger attained both her undergraduate law degrees from the University of San Diego among other significant academic accomplishments.
Michelle St. Clair is founder & CEO of Elite Lifestyle Management (ELM) a members-only lifestyle management, luxury concierge service firm. ELM is the preferred service of those with the means to enjoy life’s luxuries who also desire more time to experience them. Whether it’s for business or pleasure, their private membership, and corporate services are designed so that everything is catered to their Members’ preferred level of assistance and tailored to their personal requirements.
San Diego, California native Michelle St. Clair is a born bon vivant and has always been a resource of what’s new and noteworthy in dining, entertainment, and travel for those in her social circle. A savvy entrepreneur, she founded a national events planning firm in 2011. She arrived upon the concept of a private concierge company and in 2014 she founded ELM, San Diego’s first invitation-only luxury lifestyle management and concierge that caters to elite clientele throughout California and beyond. Sought-after for her problem-solving acumen, she can make the impossible possible— whether it’s a private tour of the Vatican or tickets to a sold-out Broadway musical just hours prior to the curtain rising.
Listen to a podcast of Michelle St. Clair and Brenda Geiger’s’ interview!
Listen to a podcast of Michelle St. Clair’s’ interview!
Listen to a podcast of Brenda Geiger’s’ interview!
June 6, 2012On Sunday, June 10th, Richard and Joe interviewed Ann Meyers Drysdale who has a long list of ground-breaking athletic accomplishments. She was the second woman to earn a full four-year scholarship to UCLA, and the only woman to ever sign a contract with an NBA team, the Indian Pacers in 1979. Meyers Drysdale is currently ... Read more
May 30, 2012Listen to Podcast of the Show On Sunday, June 3rd, Richard and Joe interviewed 2012 San Diego mayoral candidate (and Ironman Triathlete) Nathan Fletcher. Mr Fletcher has a long list of public service starting with the armed forces 1n 1997. He is a decorated veteran of US Marine Corps with 10 years of service including tours ... Read more
May 24, 2012Listen to Podcast of the Show On Sunday, May 27th, Richard and Joe interviewed Marti Emerald on their talk radio show. Marti is currently a member of the San Diego City Council representing District 7. She is running in the 2012 election to represent the newly formed District 9. District 9 is the second Latino majority ... Read more
May 19, 2012Handout for Unleashing the CPA’s Potential: The CPA of the Future Seven-minute highlight clip of Richard’s speech. Contact Richard if you are interested in having him speak at your event. Read more
May 16, 2012On Sunday May 20th, Richard and Joe welcomed Dan Yates and Steven Sefton of Regents Bank to the show. Regents Bank is the newest sponsor of It’s Your Money, Not Theirs. Dan Yates is a native San Diegan and a graduate of San Diego State University. He has been in banking for 32 years and ... Read more
May 14, 2012On Saturday, May 12th, Richard supported the La Costa Canyon High School Maverick Athletic Boosters and ran in the first annual Maverick Mile race. The Boosters support over 1,000 high school athletes and coaches who participate in 25 different sports. If you are a runner, join Richard at the Vista Strawberry 5k on May 27th, 2012. ... Read more
May 9, 2012Listen to Podcast of the Show On Sunday May 13th, Richard and Joe was joined in the studio by US Congressman Bob Filner. Filner represents California’s 51st district which includes El Centro and Chula Vista. Filner has a long history of public service which began with his election to the San Diego School Board in 1979 ... Read more
May 3, 2012On Thursday, May 3rd, Richard was the featured speaker at the monthly ExecuNet networking meeting in Carlsbad, California. He spoke on Networking, Connecting and Transcending: an Executive’s Guide to Collaboration. Richard’s philosophy is that a person should attend as many networking events possible in order to connect people together, and further, he believes that a ... Read more
Richard and Joe Interview David Lefkowitz from UBS Wealth Management Research Discuss the Cost of Energy
May 3, 2012Sunday Richard and Joe interviewed David Lefkowitz from the show’s major sponsor UBS Financial Services. David has over 14 years experience as a securities analyst. He is currently Senior Equity Strategist as well as a corporate research analyst covering the utilities sector for UBS Wealth Management Research – Americas. Prior to joining UBS in 2006, ... Read more
April 27, 2012Listen to Podcast of the Show Richard and Joe Interviewed Theresa Moore, Hank Bauer, and Ron Mix Following the Film Presentation For all fans of the San Diego Chargers and pro football, this is the podcast for you! On April 29th the San Diego SmartScreen Film Series launched with a presentation of Third and Long: the History ... Read more