Investment Management Roundtable Discussion – Personal Estate Planning

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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; See more +

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. See less -

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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