David K. Smucker, MSM, CFP®, CLU®, ChFC®, has been in advanced consulting and sales with Nationwide for 24 years, working in executive benefits as well as business and estate planning. Prior to that, he was an IRS auditor for seven years and a practicing CPA for 15 years. He frequently writes for professional journals. David.Smucker@wcinput.com
Consider the following case study, which represents nobody in particular and is meant only to illustrate a point. Read More >
Tom is the President of TomHegna.com and the author of the book Paychecks and Playchecks. He is a former Senior Executive Officer of a Fortune 100 Company and has spoken main platform at Top of the Table, MDRT, SFSP and NAIFA. email@example.com
Help your clients avoid the financial risks attached to retirement. Read More >
Sophia Duffy, JD, CPA, is an assistant professor of employee benefits at The American College. Duffy is an attorney and CPA practicing in Pennsylvania. Duffy graduated from Temple University’s James E. Beasley School of Law and received a B.S. in accounting from Rutgers University. Sophia.Duffy@wcinput.com
Help your clients secure the future for their special needs children through tax and estate planning. Read More >
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