Peter Klein is director of Advanced Markets and Underwriting at Secor Advisors Group, LLC. His more than 25 years of experience in capital markets, securities and banking encompasses both public securities and alternative asset classes, including life settlements. Peter.Klein@wcinput.com
For many small businesses, the days of slow-moving changes and long-term business niches are over. Even Fortune 500 companies are looking over their shoulders. Imagine... 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 >
Ryan E. Price, CFP®, ChFC®, CLU®, CRPC, AWMA is the President of Price Financial Partners located in Irvine, CA. He has more than a decade of experience dealing with high net worth clients in the areas of investment, retirement, estate, insurance & business succession planning. In addition to managing his practice, Ryan is also Field Training Supervisor for a division of Lincoln Financial Advisors. Ryan currently serves on the board of Lincoln Financial Advisors Advisor Based Sales Division & is a member of LFA’s prestigious Private Wealth Services group. He is currently a member of the National Association of Insurance & Financial Advisors (NAIFA) where he serves on the membership committee and is on the Education Committee for the Financial Planning Association (FPA) of Orange County. He is a frequent lecturer on financial planning topics and has taught multiple courses at The American College, UCLA & UCI extension.
Escalating health care costs can undermine the best-laid retirement plans. One of the biggest risks lies in the cost of long-term care. Unfortunately, health care costs in general have been outpacing inflation, and this trend to may continue. Read More >
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