About the creator of
Within The Financial World
Hello There!
You have reached the page of my website that showcases who I am and all that I have accomplished throughout my many years in the financial service industry. Since the 1970s my principal area of business expertise includes; estate tax mitigation consulting for high income and high net worth (HNW) clients which also includes a background in pension plans and nonqualified deferred compensation programs.
Achievements & Contributions
He is one of only 14 members worldwide that have been a member of the exclusive Top of the Table, a financial organization which requires a very high level of ethical conduct, educational background, along with superior production. He has been chosen as “M” Man of the year, eight times during his distinguished career in the financial services industry. He has been a member of the Board of Directors of the International Forum, The Top of the Table, First Financial Resources & several corporations, along with the charitable organization called “Make-A-Wish foundation “. He also maintained membership for several decades with the advanced association for life underwriting( AALU), the most advanced financial services organization in the USA that is located in Washington DC. Its focus is related to the various income and estate tax implications that Americans endure
Giving To The Future
I have lectured throughout the free world, including the USA, Canada, Australia, and many countries in Europe. I thoroughly enjoy the educational challenge of speaking to thousands of financial services professionals & high net worth individuals we have which I have participated for the better part of 30 years. I use creative planning techniques and strategies had been offered as a consultant to affluent clients of CPA firms, law firms, banks, investment counselors and life insurance professionals. I have also lectured at the American College in Bryn Mawr, Pennsylvania, where I mentored many young financial professionals, with an eye towards assisting them in improving their financial services careers. I have also lectured at the Temple University Law School and the Wharton School at the University of Pennsylvania, among the most prestigious business universities in the Ivy League
Recent Posts
Home Prices Extend Records, Rising For A Ninth Straight Month
This is an ongoing struggle for younger home buyers that have to deal with high interest rates and increasing values of existing real estate…! https://www.fa-mag.com/news/home-prices-extend-records--rising-for-a-ninth-straight-month-75902.html
Wealth Taxes Expected To Remain A Hot Topic In 2024
Everyone is watching the clock that continues to take towards the end of 2025 when major tax matters will revert/Sunset back to where they were several years ago…! https://www.fa-mag.com/news/the--wealth-tax--expected-to-remain-a-hot-topic-in-2024-75907.html
Yellen Declares Economy Has Achieved Soft Landing
Hopefully Janet Yellen is correct with the information she is touting… only time will tell!https://www.fa-mag.com/news/yellen-declares-economy-has-achieved-soft-landing-76009.html