BIRMINGHAM, Mich., June 7, 2017 /PRNewswire/ — Schechter Wealth, a third generation wealth advisory firm, announced today that Managing Director Aaron Hodari, CFP ®, CIMA ® will present at the Private Placement Life Insurance and Variable Annuities Forum for the second consecutive year. The conference will be held at the Colonnade Hotel in Boston, Massachusetts on June 13-14, 2017.
Mr. Hodari leads Schechter’s Private Placement Life Insurance Practice and focuses on bringing advanced financial solutions to high net worth individuals and their families. His expertise in unique financial strategies makes him a sought-after speaker in regards to tax advantages for hedge funds placed within Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA). He also helps to lead the firms Premium Financing and Private Capital Practices.
“Because of the tax advantages of this strategy we are seeing more and more investors inquiring about how PPLI can improve their position. We like to say It’s not what you make it’s what you keep that is important to the high net worth investors we consult with,” said Mr. Hodari.
The Private Placement Life Insurance and Variable Annuities Forum is a marquee event dedicated to educating hedge funds, insurance companies, and advisors on insurance-based tax efficient solutions for the high net worth market. With appearances by many industry pioneers, conference goers will participate in networking events, panel discussions, workshops, and attend various presentations.
About Schechter Wealth
Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners, and CIMA® consultants have been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, private placement life insurance, and charitable planning.
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SOURCE Schechter Wealth