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| To learn why "global" Asset Protection
Planning is not just about using LLC/FLPs and offshore
planning, please click
here. |
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| Advisors who have taken a course from The WPI requested
that a "sales" platform be created for certified advisors.
Therefore, The WPI with the help of Matt Radin, JD, created
the C.A.L.M. platform. This platform will help certified
advisors work up a comprehensive asset protection, financial
and estate plan for all clients in a systematic manner.
To read about the various levels of C.A.L.M., click
here. |
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| Educational Board |
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The Wealth Preservation Institute Educational Board
Educational Board
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Leonard Critcher, CLU, ChFC
President
The F.I.R.M.
8150 N. Central Expressway
Suite 735
Dallas, Texas 75225
blc@firmplan.com |
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Tim Berry
President
The Tax Academy
2150 S Country Club Dr
Suite 16
Mesa, AZ 85210
tim@thetaxacademy.com |
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Jarrett T. Bostwick, JD, LLM
HANDLER, THAYER & DUGGAN, L.L.C.
Attorneys and Counselors at Law
191 N. Wacker Drive, 23rd Floor
Chicago, Illinois 60606-1633
Telephone: 312-641-2100
Facsimile: 312-641-6866
jbostwick@htdlaw.com |
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James Duggan, JD
HANDLER, THAYER & DUGGAN, L.L.C.
Attorneys and Counselors at Law
191 N. Wacker Drive, 23rd Floor
Chicago, Illinois 60606-1633
Telephone: 312-641-2100
Facsimile: 312-641-6866
jduggan@htdlaw.com |
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Roccy DeFrancesco, J.D.
Founder
The Wealth Preservation Institute
President
TriArc Advisors, LLC
139 N. Whittaker
New Buffalo, MI 49117
roccy@thewpi.com |
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Mike McLaughlin
President
Simplified Planned Giving Network
1640 South Stapley Drive, Suite 235
Mesa, Arizona 85204
mmclaughlin@spgnetwork.com |
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Rob Lambert, J.D.
Asset Protection Corporation
67 Wall Street, Suite 2411
New York, New York 10005
rob@rwl.net |
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Michael A. Flory, J.D.
President
Flory & Associates
3333 Spring Arbor Rd.
#600 Jackson, MI 49203
FloryLaw@aol.com |
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Joe Cvetanovski, CWPP™
Visionary Marketing Group
85 N. Main Street Ste 104
Mt Clemens, MI 48043
joe@vmgweb.com |
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Sergio Salani, J.D.
Senior Vice President
Peachtree Life Settlements
6501 Park of Commerce Blvd
Suite 140B
Boca Raton, FL 33487
SSalani@lumpsum.com |
James Miloch
Vice President
Unified Strategies of America, LLC
4801 Emerson Ave, Suite 201
Palatine, Illinois 60067
jMiloch@usoa.ws |
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Ron Snyder
President
Benefits Strategy Group
5957 South Redwood Road, Suite 100
Salt Lake City, UT 84123
rsnyder@bsgbenefits.com |
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Timothy J. Trankina, J.D.
President
LBP Finance Company
3720 DaVinci Court, Suite 450
Norcross, Georgia 30092
ttrankina@LBPFinance.com |
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Dennis Haber, JD, CSA
Executive VP
Senior Funding Group
247 W. Old Country Road
Hicksville, NY 11801
dhaber@seniorfundinggroup.com |
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Elizabeth J. Campbell, J.D.
3493 E. Corte Paloma Brava
Tucson, AZ 85718
elizabeth@thewpi.org |
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Shelby J. Smith, Ph.D.
Chief Operations Officer & SVP
BHC Marketing Ltd.
25227 Grogans Mill Road, The Woodlands, Texas 77380
shelby.smith@bhcmarketing.com |
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Dean F. Clemons, CRPS, MBA
American Benefit Consultants, Inc.
5880 N. Canton Center Rd
Suite 415
Canton, MI 48187
dean.clemons@American-Benefit.com |
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Lance Wallach, CLU, ChFC, CIMC
President
VEBA Plan
68 Keswick Lane
Plainview, NY 11803
Tel. (516)938-5007
Fax (516)938-6330
lawallach@aol.com |
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Susan Kindem MPA, CLU, ChFC
Vice President, Long Term Care
Westland Financial Services, Inc.
1717 Kettner Blvd, Suite 200
San Diego, CA 92101
Susanh@westlandinc.com |
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Marc J. Lapointe, VP & Manager
USA Risk Group West, LLC
14300 N. Northsight Blvd, Suite 202
Scottsdale, AZ 85260
MLapointe@vim.USARisk.com |
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Jeffrey R Clark, LUTCF, ACS, FLMI
Asst. Vice President
Retirement & Business Markets
Security Mutual Life Insurance Company of New York
Security Mutual Building
100 Court St.
Binghamton, New York 13902 JClark@smlny.com |
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