The Affluent Advisor: Recent Episodes
Tom Henske
A place where advisors, accountants, attorneys, insurance professionals, or financial advisors can come to get small bite size pieces of information from our peers to keep us current and knowledgeable on a wide variety of topics.
- Name & Company: David Freitag, MassMutual
- Email: dfreitag@massmutual.com
- Phone Number: 617-235-5153
- LinkedIn: https://www.linkedin.com/in/dave-freitag-4a71093/
- Name & Company: Caroline Brooks, JD, CFP®, CLU, John Hancock
- Email: caroline_brooks@jhancock.com
- Phone Number: 888-266-7498, opt. 4
- LinkedIn: https://www.linkedin.com/in/caroline-brooks-b7061b31/
- Other places we'll see your name: https://podcasts.apple.com/us/podcast/hancock-talks/id1502291208
Name and Company: Danzinger and Markhoff
email: mmarkhoff@dmlawyers.com
Phone Number: 914-948-1556
Company Bio: https://danzigermarkhoff.com/attorney-mmarkhoff.php
Linkedin: https://www.linkedin.com/in/michael-markhoff-120978/
https://leathermansloop.org/history/muddiest-runners/
- Name & Company: Travis L. Hood, CPA/PFS , Kahan, Steiger & Company, P.C.
- Email: Travis@kahansteiger.com
- Phone Number: 203-327-5717
- Company Bio
- Estate Planning Council of Lower Fairfield County
- Name & Company: Joan Wilson, Reed Wilson Case LLC
- Email: jwilson@reedwilsoncase.com
- Phone Number: 860-669-1222
- Company Bio
- Facebook: https://www.facebook.com/search/top?q=reed%20wilson%20case
- Other places we’ll see your name: https://naela.org/Shared_Content/Directories/Profile.aspx?id=15204
Name & Company: Brock Jolly, Veritas Financial & The College Funding Coach
Email: bjolly@vfwealth.com
Phone Number: (703) 424-2401
Company Bio
US News
- Name & Company: Jamie Mendelsohn, Ashar Group - Life Settlements and Life Insurance Valuation
- Email: jamie@ashargroup.com
- Phone Number: 321-441-1119
- Company Bio: ashargroup.com/about
- LinkedIn: Jamie’s: Jamie Mendelsohn | LinkedIn
- Facebook: Ashar’s: facebook.com/ashargroup
- Twitter: Ashar's: @AsharGroup
- Longevity Throws a Wildcard in the Best-Laid Plans
- Trust-Estates-Article-The-Role-of-Life-Settlements-in-Estate-Planning-April-2022.pdf (ashargroup.com)
- Trust-Estates-Trumped.pdf (ashargroup.com)
Join Tom Henske for the Affluent Advisor. A place where advisors of all stripes, attorneys, accountants, insurance professionals can come to get small ,bite sized pieces of information from peers.