Presented by West LegalEdcenter
Join Gregory J. Nowak, a partner and practice leader for hedge funds in Pepper Hamilton’s Funds Services Practice Group, for a series of candid, interactive discussions on what is going on now in the investment management world, including issues that affect private funds and their managers.
This month, Mr. Nowak will be joined by Brian Divack, vice president of advanced planning at Divack Insurance Group; Ricardo Calderon, managing director at MAS Advisors LLC; Robert Stuchiner, president of Synergy Life Brokerage Group; and Lawrence Lipoff, director at CohnReznick. The panelists will provide an overview of utilizing life insurance and annuities as investment options and employing insurance to supercharge your personal estate plan and maximize your retirement portfolio.
CLE credit available.