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I speak/teach CE classes for peer professionals (attorneys, accountants, insurance agents, investment professionals) on topics from Taxation, Estate Planning, Retirement Planning, Investment Management, Medicaid Planning, Medigap, Long Term Care, Special Needs Planning, and insurance products. I have over 12 years of teaching experience at the college level and over 15 years of experience in Financial Services (banking/mortgage and investments/planning). I have NASD series 7, 63 and 65 licenses as well as a NY State Insurance license. I also possess industry certifications: CLU - Chartered Life Underwriter, ChFC - Chartered Financial Consultant, CFP(r) - Certified Financial Planner, CASL - Chartered Advisor for Senior Living, CRFA - Certified Retirement Financial Advisor. I am also a JD with experience working in the Securities Arbitration CLinic doing case prep and damage calculations. I am also the author of the Ethics Manual for the City of Buffalo, NY employees and contractors

About

$75/hr Ongoing

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I speak/teach CE classes for peer professionals (attorneys, accountants, insurance agents, investment professionals) on topics from Taxation, Estate Planning, Retirement Planning, Investment Management, Medicaid Planning, Medigap, Long Term Care, Special Needs Planning, and insurance products. I have over 12 years of teaching experience at the college level and over 15 years of experience in Financial Services (banking/mortgage and investments/planning). I have NASD series 7, 63 and 65 licenses as well as a NY State Insurance license. I also possess industry certifications: CLU - Chartered Life Underwriter, ChFC - Chartered Financial Consultant, CFP(r) - Certified Financial Planner, CASL - Chartered Advisor for Senior Living, CRFA - Certified Retirement Financial Advisor. I am also a JD with experience working in the Securities Arbitration CLinic doing case prep and damage calculations. I am also the author of the Ethics Manual for the City of Buffalo, NY employees and contractors

Skills & Expertise

ArbitrationCluCommercial LendingCommunication SkillsConsultantFinancial ServicesManagementMarketingTeachingUnderwriting

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