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The Legacy Lounge Episode 6: Kiran and Puja Verma
10th October 2024
We welcome Kiran and Puja Verma to the Legacy Lounge. Kiran and Puja are the mother/daughter pair behind the award-winning Houston institution, Kiran's.
The Legacy Lounge Episode 5: Mayte Weitzman
24th September 2024
We welcome Mayte Weitzman, to the Legacy Lounge. Mayte is a a leading communications, branding, and public relations specialist who is also passionate about social responsibility and community engagement.
The Legacy Lounge Episode 3: Kelly J. Zúñiga
22nd July 2024
We welcome Kelly J. Zúñiga, Ed.D., CFRE, to the Legacy Lounge. Kelly is a visionary leader with over 30 years of experience in building, managing, and leading teams that focus on the successful execution of donor-based philanthropy advisory services.
The Legacy Lounge: Episode 2 Wendy Farner
20th June 2024
As our next guest in The Legacy Lounge, we welcome Wendy Farner, an attorney with over 30 years of experience who has been named one of the top attorneys in the nation representing affluent families. Wendy is the founder of, and partner at, Farner & Perrin, LLP In this episode, our Deborah Stavis and Wendy talk about the importance of planning (even if the expected sunset of the current estate tax exemption level does not occur) and the power of having a properly structured will.
The Legacy Lounge Episode 1: Rod Koenig
22nd May 2024
Deborah Stavis interviews our very first guest, Rod Koenig, in The Legacy Lounge!
The Legacy Lounge: Welcome
21st May 2024
Deborah Stavis welcomes you to Stavis Wealth's new Podcast series The Legacy Lounge!