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About: For over 30 years, Greg Womack has been an active professional in the financial services industry. His business experience teamed with his simple, yet dynamic, delivery of financial core concepts makes him a great guest speaker for any organization. He serves as President and Principal of Womack Investment Advisers, Inc. (WIA), an independent registered investment advisory firm. Greg and his dedicated staff focus on providing clients with a wide range of planning services with an emphasis on investment management and fee-based planning. He has authored numerous articles and has been quoted in nationwide publications, including: Barron's, The Wall Street Journal, Kiplinger's, USA Today, U.S. News & World Report, and TheStreet.com.
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About: Chris Carosa's expertise spans three distinct areas. He is a Child IRA/retirement expert, a mentor for entrepreneurs, and a hamburger history expert. For fun, he also writes and talks about the history of the Greater Western New York Region. He has appeared frequently in national media as a source for stories on the Child IRA, fiduciary and 401(k) retirement plans, the history of the hamburger, small business success, and marketing & publicity for entrepreneurs. Carosa, a Certified Trust & Fiduciary Advisor, currently serves as a Western Region District Director of the New York Press Association and has held major leadership positions in the Financial Planning Association and the National Society of Newspaper Columnists. How can this keynote speaker, best-selling author, whimsical playwright, and nationally ranked mutual fund portfolio manager help you? Email him at ccarosa@ChrisCarosa.com or call (585) 733-4553. He answers his own phone.
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About: A tontine is an investment linked to a living person which provides an income for as long as that person is alive. Such schemes originated as plans for governments to raise capital in the 17th century and became relatively widespread in the 18th and 19th centuries.
Tontines enable subscribers to share the risk of living a long life by combining features of a group annuity with a kind of mortality lottery. Each subscriber pays a sum into a trust and thereafter receives a periodical payout. As members die, their payout entitlements devolve to the other participants, and so the value of each continuing payout increases. On the death of the final member, the trust scheme is usually wound up.[1]
Tontines are still common in France.[2] They can be issued by European insurers under the Directive 2002/83/EC of the European Parliament.[3] The Pan-European Pension Regulation passed by the European Commission in 2019 also contains provisions that specifically permit next-generation pension products that abide by the "tontine principle" to be offered in the 27 EU member states.[4]
Questionable practices by U.S. life insurers in 1906 led to the Armstrong Investigation in the United States restricting some forms of tontines. Nevertheless, in March 2017, The New York Times reported that tontines were getting fresh consideration as a way for people to get steady retirement income.
Explantion form Wikipedia -- see full citation here: https://en.wikipedia.org/wiki/Tontine
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About: Ed Rigsbee is the ROI Guy; want more customers? Give them more ROI. Want more members? Give them more ROI. Get more ROI from your alliances, get more ROI from your organizational membership. Author of 'The ROI of Membership,' 'Developing Strategic Alliances,' 'PartnerShift' and 'The Art of Partnering' -- one of America's most prolific authors on the subject of business growth through collaboration, Ed Rigsbee consults with world class clients such as Toyota, 3M, Dun & Bradstreet, DHL, BE Aerospace, George Fischer Signet, Mead, Siemens, Roland, Best Buy and others. He travels internationally to assist organizations in building strategic alliance relationships and to improve their total effectiveness and profitability. As a strategic alliance consultant, Rigsbee will help you develop and implement smart strategic alliances for continued business growth. Access resources through www.rigsbee.com
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About: Eugenia Foxworth is a unique real estate Broker 'without borders', specializing in exceptional properties in New York City, Riverdale, NY and internationally. She has acquired a reputation with both buyers and sellers as someone who can make a deal happen through her tenacity, knowledge of the market, professionalism and personality. She is licensed by the NYS Department of State and is a member of the Real Estate Board of New York (REBNY), Manhattan Association of Realtors (MANAR), NAR, NYSAR and on the Executive Board of the International Federation of Real Estate (FIABCI-USA). She is VP of the Harlem Tourist Board.
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About: Antoinette Matlins, P.G. (Professional Gemologist) is an internationally respected gemologist and jewelry expert and leading consumer advocate. She is available for interviews and to answer questions about diamonds, colored gems, consumer fraud, pearls and jewelry in general. An independent expert, former gemology editor for National Jeweler Magazine and noted columnist, Matlins has been featured on ABC, CBS, NBC, CNBC and CNN, as well as in USA Today, US News & World Report and many national and international consumer and trade publications. She is author of seven leading books in the field, including Jewelry & Gems: The Buying Guide; Diamonds: The Antoinette Matlins Buying Guide; and The Pearl Book: The Definitive Buying Guide. Unaffiliated with any jewelry industry organization, Matlins' qualifications are unsurpassed. Her unique background has given her a vast knowledge of all aspects of the field and a keen understanding of what people really don't know, what they want to know and, perhaps most important, what they need to know?both good and bad. Whether the story is fashion, glamour, bridal, investment or consumer affairs?whether you're looking for a sparking newsmaker or a startling expose?Matlins' input can provide the brilliant angle you are searching for.
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About: The International Real Estate Federation. We are the US Chapter of FIABCI with over 400 members strong.
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About: Margaret (Peggy Sands) Orchowski has covered immigration reform on Capitol Hill as a Congressional Journalist since 2005, as the Bill Analysis Editor for Congressional Quarterly, a Congressional Correspondent and for the Hispanic Outlook magazine. Since 2016 she also is the Senior Correspondent for The Georgetowner newspaper writing under the byline Peggy Sands. With the timely publication of her latest book 'The Law That Changed the Face of America: The Immigration and Nationality Act of 1965' (Rowman & Littlefield, 2015), she is available for speaking engagements, as a go-to expert reporter and for writing articles that give sensible and thoughtful background about today's hot issues on immigration such as DREAMERS, DACA and foreign students.
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About: About Phil Granchi: Phil Granchi has spent most of his life avoiding novel writing. His many distractions have included collecting fossils in Antarctica, performing a completely improvised university lecture at comedy festivals around the world, working as a freelance graphic artist in direct marketing agencies and producing online educational games for a now-defunct dotcom startup. Phil is currently a practicing radiologist and is the president of Mother Lode Diagnostic Imaging, a small private practice radiology group where he fills roles ranging from IT to HR. He earned BS and MS degrees in Geology from Purdue University. He later returned to school, achieving an MD from West Virginia University School of Medicine. Living in rural northern California, he enjoys spending time in the w...
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About: Thomas H. Greco, Jr. is a preeminent scholar, author, educator, and community economist, who, for more than 40 years, has been working at the leading edge of transformational restructuring. He is widely regarded as a leading authority on moneyless exchange systems, community currencies, financial innovation, and community economic development, and is a sought after speaker internationally. He has traveled widely in Europe, Asia, Australia, and the Americas, lecturing, teaching, and advising.
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