Tag: Plans
Reflecting on 2024: Key Takeaways and Lessons Learned with Iván Watanabe and Evan Wohl

Reflecting on 2024: Key Takeaways and Lessons Learned with Iván Watanabe and Evan Wohl

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Join hosts Iván Watanabe and Evan Wohl as they reflect on the pivotal moments and key lessons of 2024. From embracing the art of living in the moment to setting the stage for a successful and meaningful 2025, this episode of WealthStyle dives into the power of gratitude, curiosity, and intentional growth. 

Iván and Evan discuss:

  • The importance of gratitude and a strong support system in both personal and professional life 
  • The shifting dynamics of modern fatherhood and the value of being present
  • Reflections on the growth of cryptocurrency and its mainstream acceptance
  • The rise of AI and the potential it holds for professional and personal applications
  • Balancing routines and the quest for personal growth amidst family commitments
  • And more

Don’t miss this inspiring conversation that will leave you motivated to take on the new year with purpose! 

Previous Episodes of Interest:

  • A Conversation Between Dads
  • Parenting Tips With Licensed Psychologist, Dr. Judith Adamo
  • Bitcoin Breakdown: Benefits, Risks, and Common Misconceptions
  • The Future of AI Automation with George Papanicolaou and Chris Ward

Connect with Iván Watanabe:

Connect with Evan Wohl:

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FEATURE
The World of Health Care Benefit Plans With Stefan Carpentieri

The World of Health Care Benefit Plans With Stefan Carpentieri

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When reviewing your health care benefit plan options, do you have the right information to make the best choice for you?

In this episode, Iván Watanabe sits down with OPUS PC’s benefits consultant, Stefan Carpentieri. Stefan explains everything you need to know about health insurance and employee benefits to help you select the optimal coverage. Listen in as Stefan provides you with valuable information you should think of before considering potential options! 

Stefan discusses:

  • The importance of understanding what healthcare means
  • How to make the best choices for your medical future
  • The four types of healthcare plans
  • The difference between copay and deductibles
  • And more!

Connect with Stefan Carpentieri

Connect with Iván Watanabe:

About our Guest:

Stefan Carpentieri is a Benefits Consultant at Opus Private Client in the New York office. 

 Stefan specializes in employee and executive benefits for the private and non -profit sectors. He works closely with his clients and provides value in cost reduction strategies, renewal and carrier negotiations, compliance, plan design analysis, and account management. Stefan also works closely with the executives of each organization to ensure that their personal planning and risk management aligns with the corporate benefit offerings.

 

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