Ep.19_Bob Kraft IIUSA Tenure and PAC Involvement

09/05/23 • 24 min

On this episode, Bob Kraft provided his thoughts on his past role with IIUSA, his current involvement as President Emeritus, and his new role in the Political Action Committee.

On this episode, Bob Kraft provided his thoughts on his past role with IIUSA, his current involvement as President Emeritus, and his new role in the Political Action Committee.

Previous Episode

Ep.18_Bryan Caulkins and Manuel Ortiz on Financial Planning for the (pre/post) Immigration Process

On this episode we had featured guests Manuel Ortiz VP of Global Business Development at FPP who leads our global efforts bringing EB-5 services and educational resources to underserved countries around the globe - and Bryan Caulkins, co-founder of Proxy Financial. This is a unique partnership between two people that really understand what it takes to assist in immigration planning. After 10 years of working on Wall Street, and having a unique bi-cultural background – Bryan gained the desire to expand his expertise into international wealth management. Together with his partner, Bryan founded the Proxy Financial group in 2017 to serve as fiduciaries for US nationals and citizens around the world, seeking to protect, grow and diversify their investments in the United States - including a unique immigration planning service. The Proxy team has served hundreds of families adequately create their immigration and financial plans in order to move to the US.During this episode, Manuel highlights the EB-5 program, sharing some of his personal experiences while discussing the investor due diligence process., while Bryan discussed the role that financial planning should play in the immigration process and the services Proxy Financial can offer to clients.
WEBINAR: September 20th at 10am CT
https://us02web.zoom.us/webinar/register/WN_pGpljULvSvqK4b6qGO7KZA
CONTACT:
Bryan Caulkins : [email protected]
Manuel Ortiz: [email protected]

Next Episode

Ep.20_Oleg Zviagin of Proxy Financial on Complex Immigration Financial Planning Strategies

On today’s episode of Investing in the American Dream podcast, we have featured guests Manuel Ortiz VP of Global Business Development at FPP - and Oleg Zviagin, Director of Financial Planning at Proxy Financial.
Oleg specializes in complex financial planning strategies including multi-generational planning, trusts & estate, employee stock options/restricted stock, insurance, college, and retirement planning. Oleg has spent 9 years working with high-net worth individuals across the globe.
In this part of the series, Oleg will be going more in detail on the pre & post immigration planning that investors should consider and the personalized services available to investors through this partnership with Proxy Financial.
CONTACT:
Oleg Zviagin [email protected]
Manuel Ortiz: [email protected]
WEBINAR: Wednesday, September 20th 10am CT
https://us02web.zoom.us/webinar/register/WN_pGpljULvSvqK4b6qGO7KZA

Investing in the American Dream - Ep.19_Bob Kraft IIUSA Tenure and PAC Involvement

Transcript

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On today's episode of investing the American Dream podcast, we have featured guest, Bob Kraft, former IU se President speaking on his tenure with Ira USA, and his current ventures with the political action committee called the pack. Let's get into it. So Bob, thank you for being here today with Peter and I, we really appreciate you taking the time to do this podcast with us. So I know we have a variety of topics we wanted to touch on today. But I think I