Jeff Motske advocates a special kind of date with your spouse – “a financial date night” – to discuss the family’s finances…
Jeff Motske advocates a special kind of date with your spouse – “a financial date night” – to discuss the family’s finances…

Trilogy Financial Services, a Huntington Beach, California-based hybrid managing $3 billion, has acquired E. F. Heagan & Associates of San Juan Capistrano, California, and Mandichak Investment Retirement & Estate Planning, of Laguna Niguel, California.
Terms of the acquisitions were not disclosed.
The two firms add $160 million in assets under management to Trilogy’s total and brings more than 500 new clients. Read More.
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Ferrero, global confectionary giant, has brought on Cheryll Forsatz in the newly created role of VP, PR and corporate communications. Forsatz joins Ferrero from Ketchum, where she was a senior VP with responsibility for the agency’s external communications. Before that, she served as director of communications for McDonald’s New York Metro Region and was also a senior VP at MWW PR. At Ferrero, she will lead PR and corporate communications plans and strategies for its product portfolio (which includes Ferrero Rocher, Nutella, Tic Tac and Kinder Joy) as well as for the Ferrero corporate brand.
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