Planning Strategies – Premium Financing

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Bacari Grill

800 Ridgewood Road

Township of Washington, NJ 07676

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SPEAKER: Brendan Kenny, CFP®, CLU®, ChFC® Senior Vice President, Lenox Advisors

About this event

Brendan Kenny is a Senior Vice President who has been with Lenox Advisors since 2004. He is responsible for advising both corporate and high net worth clients of the firm. He specializes in asset management, insurance, and estate planning, and also works with corporate clients in structuring comprehensive employee benefits and executive carve-out programs.

Since he began his career at New England Financial in 1997, Brendan has earned a number of accreditations including the Certified Financial Planner (CFP®) certification in 2004. His other accreditations include: Chartered Financial Consultant (ChFC), and the Chartered Life Underwriter (CLU) certification.

Brendan graduated with a Bachelor’s of Arts Degree in Economics and Philosophy from the College of the Holy Cross Brendan previously co-chaired The Cristo Rey High School’s Advisory, which is designed to provide low-income children with superior education and corporate work experience. For his exceptional service efforts with Cristo Rey, MassMutual Financial Group presented him with their 2012 Community Service Award. Additionally, the Irish Echo awarded Brendan the Irish Top 40 Under 40 in 2013.

Brendan resides in Southampton, NY with his wife Natalie, and children, Lochlan, Declan and Quinlan. He continues to be active with the Holy Cross Men’s Rugby Club, where he was an officer during his collegiate tenure.


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Date and time

Location

Bacari Grill

800 Ridgewood Road

Township of Washington, NJ 07676

View Map

Organizer Estate Planning Council of Bergen County, Inc.

Organizer of Planning Strategies – Premium Financing

Bergen County Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning.

Bergen County Estate Planning Council strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines. 

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