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Insight Center: Podcasts

Personal Estate Planning

Investment Management Roundtable Discussion

Speaker: Gregory J. Nowak


Podcast Categories: Financial, Funds

Gregory J. Nowak, a partner and practice leader for hedge funds in Pepper Hamilton’s Private Fund Services Practice Group, hosts a series of candid, interactive webinar discussions for West LegalEdcenter on what is going on now in the investment management world, including issues that affect private funds and their managers.

In this discussion, Mr. Nowak is 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 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.

This podcast is a recording of their discussion.

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