Gary Pittsford, CFP® and President of Castle Wealth Advisors, will appear on Everything Co-op on Thursday, June 28. A weekly exploration of the impact and potential of the cooperative business model, Everything Co-op aims to generate interest in and support for the cooperative movement.
Hosted by Vernon Oakes and conversational in format, the show is streamed live at worldcnews.com every Thursday from 10:30-11:30 a.m. EDT. Everything Co-op also airs live in the Washington, D.C. Metropolitan Area on WOL 1450 AM—Radio One’s premiere talk radio station.
This week’s conversation will explore the purchasing co-op sector, with an emphasis on succession planning, or transitioning from an individual to a worker-owned business.
Pittsford is president of Castle Wealth Advisors, a private wealth management firm based in Indianapolis, IN. For 45 years, Gary has worked with hundreds of family business owners across all 50 states, helping them with retirement and estate planning strategies that protect their businesses and their net worth, as well as providing one-on-one business consulting, business valuations and succession planning.
Pittsford is deeply involved with NCBA CLUSA and is a member of the U.S. Chamber of Commerce Small Business Council. Over the years, he has worked with dozens of co-op organizations that he continues to assist by providing convention speeches, monthly newsletters, webinars, educational videos and, most recently, the book Your Family Business, Your Family Net Worth.
Listen to archived episodes—including NCBA CLUSA’s centennial podcast series in partnership with Everything Co-op—at everything.coop.