The Affluent Advisor

Social Security Planning with David Freitag

Tom Henske — Sat, 01 Jul 2023 09:00:00 -0400

Name & Company: David Freitag, MassMutual
Email: dfreitag@massmutual.com
Phone Number: 617-235-5153
LinkedIn: https://www.linkedin.com/in/dave-freitag-4a71093/

Spousal Lifetime Access Trusts (SLAT’s) with Carly Brooks

Tom Henske — Thu, 01 Jun 2023 09:00:00 -0400

Name & Company: Caroline Brooks, JD, CFP®, CLU, John Hancock
Email: caroline_brooks@jhancock.com
Phone Number: 888-266-7498, opt. 4
LinkedIn: https://www.linkedin.com/in/caroline-brooks-b7061b31/
Other places we'll see your name: https://podcasts.apple.com/us/podcast/hancock-talks/id1502291208

Credit Shelter Trusts with Michael Markhoff

Tom Henske — Wed, 03 May 2023 09:00:00 -0400

Name and Company: Danzinger and Markhoff

email: mmarkhoff@dmlawyers.com

Phone Number: 914-948-1556

Company Bio: https://danzigermarkhoff.com/attorney-mmarkhoff.php

Linkedin: https://www.linkedin.com/in/michael-markhoff-120978/

https://leathermansloop.org/history/muddiest-runners/

Taxation of Executive Stock Compensation with Travis Hood

Tom Henske — Mon, 03 Apr 2023 01:00:00 -0400

Name & Company: Travis L. Hood, CPA/PFS , Kahan, Steiger & Company, P.C.
Email: Travis@kahansteiger.com
Phone Number: 203-327-5717
Company Bio
LinkedIn
Estate Planning Council of Lower Fairfield County

Elder Care Planning with Joan Wilson

Tom Henske — Thu, 02 Mar 2023 09:00:00 -0400

Name & Company: Joan Wilson, Reed Wilson Case LLC
Email: jwilson@reedwilsoncase.com
Phone Number: 860-669-1222
Company Bio
LinkedIn
Facebook: https://www.facebook.com/search/top?q=reed%20wilson%20case
Other places we’ll see your name: https://naela.org/Shared_Content/Directories/Profile.aspx?id=15204

The College Funding Landscape with Brock Jolly

Tom Henske — Tue, 07 Feb 2023 09:00:00 -0400

Name & Company: Brock Jolly, Veritas Financial & The College Funding Coach

Email: bjolly@vfwealth.com

Phone Number: (703) 424-2401

Company Bio

US News

Understanding Life Settlements withJamie Mendelsohn, Ashar Group

Tom Henske — Wed, 19 Oct 2022 05:00:00 -0400

Name & Company: Jamie Mendelsohn, Ashar Group - Life Settlements and Life Insurance Valuation
Email: jamie@ashargroup.com
Phone Number: 321-441-1119
Company Bio: ashargroup.com/about
LinkedIn: Jamie’s: Jamie Mendelsohn | LinkedIn
Facebook: Ashar’s: facebook.com/ashargroup
Twitter: Ashar's: @AsharGroup
Longevity Throws a Wildcard in the Best-Laid Plans
Trust-Estates-Article-The-Role-of-Life-Settlements-in-Estate-Planning-April-2022.pdf (ashargroup.com)
Trust-Estates-Trumped.pdf (ashargroup.com)

Introducing The Affluent Advisor

Tom Henske — Fri, 30 Sep 2022 02:30:00 -0400

Join Tom Henske for the Affluent Advisor. A place where advisors of all stripes, attorneys, accountants, insurance professionals can come to get small ,bite sized pieces of information from peers.