Month: December 2025
Planning With Purpose: How to Build a Legacy That Lasts with Brian Balduzzi (Ep. 5)

Planning With Purpose: How to Build a Legacy That Lasts with Brian Balduzzi (Ep. 5)

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Most people think legacy planning is about documents. Brian Balduzzi shows why it actually starts with understanding the people you love and the impact you want to leave behind.

In this episode, Gaffar Chowdhury, CAP®, sits down with estate planning and tax attorney Brian Balduzzi, Associate at Faegre Drinker, for a conversation about intentional planning, thoughtful giving, and preparing families for life’s turning points.

Brian and Gaffar discuss:

  • How he helps families plan, prepare, and protect their wealth
  • Why business owners need to think about timing long before an exit
  • The growing role of donor-advised funds and impact-focused giving
  • Strategies for mitigating estate and income taxes during major transitions
  • How to plan for chosen family, multi-generational dynamics, and next-generation leadership
  • And more!

Connect with Gaffar Chowdhury:

Connect with Brian Balduzzi: 

About Our Guest: 

Brian Balduzzi, Associate at Faegre Drinker, is an estate planning and tax attorney who guides entrepreneurs, executives, and multi-generational families through lifetime and legacy planning. His work spans charitable strategies, business succession, complex trust design, and collaborative planning with advisors, accountants, and valuation experts. With credentials including CFP, CEPA, Accredited Estate Planner, MBA, JD, and LLM, Brian helps clients create plans that align their wealth with their values and prepare the right people to make the right decisions when it matters most.

The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC.  The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment specialist.

Gaffar Chowdhury is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. OSJ 530 Gaither Road, Suite 350, Rockville, MD  20850 (301)355-5800.

District Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC.

CRN: CRN202812-10016599

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Inside the Mind of a Builder: Teams, Culture, and Opportunity with Seth Price (Ep. 4)

Inside the Mind of a Builder: Teams, Culture, and Opportunity with Seth Price (Ep. 4)

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New York City shaped the way many people learned to navigate unpredictability, make decisions quickly, and operate independently.

In this episode, Gaffar Chowdhury, CAP®, speaks with Seth Price, Managing Partner at Price Benowitz LLP and Founder of BluShark Digital, about the experiences that influenced his path as a lawyer and business owner. They explore how early environments, formative experiences, and real-world problem-solving influence long-term professional development. Through practical examples and lived moments, the conversation highlights how resourcefulness, structure, and adaptability show up across different stages of a career, whether in law, business, or leadership.

Gaffar and Seth discuss:

  • Early life experiences that encouraged practical decision-making
  • Lessons Seth learned while working in his father’s law practice
  • The first project that revealed Seth’s interest in building operations
  • How Seth developed systems to support two growing companies
  • Leadership habits that supported Seth’s development over time
  • And more!

Connect with Gaffar Chowdhury:

Connect with Seth Price: 

About Our Guest: 

Seth Price is the co-founder of Price Benowitz LLP, a multi-state law firm serving clients across criminal defense, personal injury, family law, and more. He is also the founder of Blue Shark Digital, a digital marketing agency that helps law firms and service-based businesses grow through SEO, content, and strategic operations. A former trial attorney turned business builder, Seth speaks across the country on scaling, leadership, and the intersection of law and digital strategy.

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The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC.  The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment specialist. 

Gaffar Chowdhury is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. OSJ 530 Gaither Road, Suite 350, Rockville, MD  20850 (301)355-5800.

District Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC.

CRN#: CRN202812-10016234

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Subscribe: RSS | More