 |
American Pension Conference - Member
|
|
American Society of Pension Actuaries
(ASPA) - Associate Member |
|
Association of Advanced Life Underwriting
(AALU) - Member |
|
Chartered life Underwriter
(CLU) - Member, National Society and New York
Chapter. Past-President of the New York Chapter. Holds the Management Diploma and Graduate
Certificates in Pension Planning, Estate Planning, Group Insurance, Health Insurance and
Financial Planning. Organized, taught and moderated the first graduate courses in New York
offered by The American College of Life Underwriters in Pension Planning and Estate
Planning. |
|
Chartered Financial Consultant
(ChFC) - Member of first class to receive this
designation from The American College in Bryn Mawr, Pennsylvania.
|
|
Estate Planning Council of New York - Member
|
|
Estate Planning Council of Northern New Jersey - Member
|
|
International Association for Financial Planning
(IAFP) - Member
|
|
The New Jersey Square Table - Member
|
|
The New York Center for Financial Studies - Charter Trustee
|
|
Professional Planners Forum, Ltd. (An interdisciplinary study group of
attorneys, accountants, trust officers and life underwriters) - Member and founding
President |
| Registered Professional Disability & Health Insurance Underwriter (
RHU)
- Member, National Association of Health Underwriters
|
| Small Business Council of America, Inc. (SBA) - Member |
| Yale Club Study Group (Composed of many leaders in the insurance and employee
benefits fields) - Member, Treasurer and past-Chairman |
| New Jersey Square Table - Member |
| Accredited Estate Planner (AEP) |
| ARTSPOWER (national Children's Theatre) Board of Trustees |
