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Fundamental Principles for Non-Correlated Life Settlement Investing and Inn...

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Sor Tino Restaurant

908 S. Barrington Ave.

Los Angeles, CA 90049

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No Refunds

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Lunch and Learn Series: Fundamental Principles for Non-Correlated Life Settlement Investing and Innovative Tax Reduction Strategies for High Net-Worth Business Owners with Marc Olswang and Andrew Murphy.

Those attending will receive a certificate to cover the cost of up to 24 hours of CE Credit!!

Join fellow CPAs, Financial Advisors, Attorneys, Independent Insurance Agents, and other financial professionals for an interactive event covering tips on maximizing life settlement options, and leveraged planning tools.

Marc Olswang will be covering the following topics:

  • Discover the little known strategies that can help slash your tax bill.
  • Tax efficient and cost effective ways to help your business owner clients save for retirement.
  • How to structure your retirement portfolio to maximize tax savings
  • How to most efficiently implement business succession strategies

Andrew Murphy will be covering the following topics:

  • Institutional profitability brought to the individual investor
  • Diversification vs. True Diversification
  • Non-correlated returns
  • Socially responsible investing

Gourmet Lunch Included!!

Mr. Olswang builds strong relationships with various financial professionals through his strategic investment platforms that promote wealth accumulation and tax advantaged vehicles. Mr. Olswang has been in the financial services industry for nearly twenty years. Through his firm, Strategic Marketing Financial Services, Mr. Olswang offers a full range of Leveraged Planning options and various financial and insurance services for the high net worth client. Mr. Olswang has given several presentations to financial professionals nationwide in such places as Southern California, Texas, Missouri and Illinois. His goal is to educate as many financial agents and advisors to be able to grow their client base by significantly increasing their business revenue.

Mr. Murphy brings nearly two decades of financial services and life settlement experience to Reliant. Prior to joining Reliant he has served as Executive Vice President and Chief Operating Officer of a life settlement company with operations in 36 countries. Prior to entering the Life Settlement industry, he served as Vice President and Principal of a Broker-Dealer with offices nationwide. This unique combination of experience has proven effective in identifying, analyzing, and delivering exceptional investment strategies while effectively mitigating risk. His extensive knowledge base and depth of experience in fixed income, capital markets, investment banking, and senior life settlements allow him to effectively deliver solutions to Reliant Life Shares clients.


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Date and Time

Location

Sor Tino Restaurant

908 S. Barrington Ave.

Los Angeles, CA 90049

View Map

Refund Policy

No Refunds

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