Legacy Lounge
The Legacy Lounge Episode 9: Rachel Regan
9th December 2024
We welcome Rachel Regan, a marketing and business development leader who is currently the Head of Global Sales and Acquisitions for Exclusive Resorts, to the Legacy Lounge.
The Legacy Lounge Episode 8: Judith Flores Nisenson
18th November 2024
We welcome Judith Flores Nisenson, a Certified Personal Coach who helps women with how to navigate betrayal trauma, infidelity, and other life challenges.
The Legacy Lounge Episode 7: Shelly Lesikar deZevallos
31st October 2024
We welcome Shelly Lesikar deZevallos, an aviation leader and licensed pilot with over 30 years of experience in the aviation and airport industry.
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.
Get to Know Chelsea Stavis
28th August 2024
As part of our series where we get to know more about the Stavis Wealth team, this month we sat down with our Co-Founder and Chief Strategic Officer, Chelsea Stavis
A Surprising Tool to Maximize Your Charitable Giving
24th July 2024
Engaging in charitable activities not only supports organizations in achieving their missions but also brings a sense of fulfillment to the donor. Additionally, there are several practical benefits, such as tax advantages, associated with charitable giving.
Just Like Peanut Butter and Jelly: Why Estate Planning and Life Insurance are Made for Each Other
19th June 2024
While many people understand that estate planning is a critical aspect of financial and wealth management, life insurance often goes underappreciated or missed all together as part of that process. However, life can help facilitate estate planning goals around wealth transfer, managing estate taxes and providing financial security for successful families.
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.