Speakers: Leon L. Levy, Victor S. Levy

Year: 2011

For nearly 40 years, the firm of Leon L. Levy & Associates has provided high-quality advice to its clients. The firm is a family business started in 1971 by founder Leon L. Levy in Philadelphia and has since grown to an organization of nearly 30 professionals. Over the years, Levy's sons, Victor and David, have joined him in creating a total wealth management operation that includes life and health insurance, plan-centered asset management and employee benefits. In this session, you will learn 10 "Levy-isms" for success - the keys to what it takes to run a successful operation for generations to come.