New York State Society of CPAs Tax-Efficient Investing: How Ultra-Affluent U.S. Taxpayers Are Positioning Their Assets in the Current Tax EnvironmentSpeakers: Michael B. Liebeskind, Aaron AbrahmsNew York, NY – June 24, 2015 13th Annual Private Placement Life Insurance & Variable Annuities Forum Industry Overview: State of the Private Placement Industry | WorkshopsSpeakers: Michael B. Liebeskind, Aaron Abrahms, Barbara NovakBoston, MA – June 16, 2015 The Yale Club A Recent Transaction Utilizing a Private Placement Variable AnnuitySpeaker: Matthew H. PhillipsNew York, NY – June 01, 2015 Life Insurance Investment Solutions for HNWI (Presented by IIR & IBC Finance) Comparison of Insurance SolutionsSpeaker: Michael B. LiebeskindLondon, England – May 21, 2015 2015 AALU Annual Meeting From Innovation to Opportunity (click here to watch a video of Campbell’s vision for the industry in 2020)Speaker: Campbell GerrishWashington D.C. – May 03, 2015 2015 FOA Spring Global Summit Alternatives Investing for Growth & Tax Efficiency: How Families Can Maximize a Charitable Legacy for Generations Credit Suisse Prime Services Hedge Fund Leadership Conference Tax Break – Executing Efficient Tax Structures and Private Placement Products Family Office Winter Forum (Presented by Opal Financial Group) Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance Solutions 2014 M Marketing Meeting Charitable Planning Family Office & Private Wealth Management Forum (Presented by Opal Financial Group) Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance StructuresSpeaker: Aaron AbrahmsNewport, RI – July 22, 2014 The North American Family Investment Conference (Presented by Campden Wealth) Using Private Placement Life Insurance (PPLI) to Enhance the After-Tax Yield of Your Investment PortfolioSpeaker: Michael B. LiebeskindChicago, IL – June 24, 2014 The Wealthy Family’s Forum (Presented by IMI) Tax Efficient Insurance Structures for FamiliesSpeaker: Aaron AbrahmsGreenwich, CT – June 12, 2014 12th Annual Private Placement Life Insurance & Variable Annuities Forum State of the Private Placement Industry | WorkshopsSpeakers: Michael B. Liebeskind, Eric Naison-Phillips, Aaron AbrahmsBoston, MA – June 03, 2014 19th Annual NEPC Client Conference Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) Insurance OverviewSpeaker: Aaron AbrahmsMay 14, 2014 Family Office & Private Wealth Management Forum (Presented by Opal Financial Group) Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance StructuresSpeaker: Aaron AbrahmsNew York, NY – March 12, 2014 Family Office & Private Wealth Management Forum West (Presented by Opal Financial Group) Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance StructuresSpeaker: Aaron AbrahmsNapa Valley, CA – October 23, 2013 Greenberg Traurig LLP Shareholder Retreat Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) Insurance OverviewSpeaker: Michael B. LiebeskindOctober 04, 2013 2013 Northern Trust Wealth Advisor Summit Life Insurance Market: Recent Trends and Hot TopicsSpeaker: Michael B. LiebeskindSeptember 27, 2013 The Alliance of Alternative Asset Professionals Private Placement Variable Annuity and Private Placement Variable Universal Life Insurance OverviewSpeaker: Aaron AbrahamsSeptember 16, 2013 Kleinberg, Kaplan, Wolff & Cohen, P.C. and Concept Capital Markets, LLC Seminar The Ins and Outs of Insurance-Dedicated Funds and Private Placement Life InsuranceSpeaker: Michael B. LiebeskindJuly 24, 2013 Family Office & Private Wealth Management Forum (Presented by Opal Financial Group) Tax Efficient Investing: How Ultra-Affluent Families Utilize Private Placement Insurance StructuresSpeaker: Aaron AbrahmsJuly 22, 2013 Family Office Association 2013 Summer Global Summit Investing in Alternatives on a Tax Shielded BasisSpeaker: Michael B. LiebeskindJuly 11, 2013 11th Annual Private Placement Life Insurance & Variable Annuities Forum State of the Private Placement Insurance Industry for 2013 and BeyondSpeaker: Michael B. LiebeskindJune 13, 2013 11th Annual Private Placement Life Insurance & Variable Annuities Forum Offshore Opportunities in the PPLI and PPVA MarketSpeaker: Eric Naison-PhillipsJune 13, 2013 4th Annual Private Placement Life Insurance (PPLI) and Annuities (PPVA) 2013 in London How to Structure an Investment using a PPLI Policy to Achieve the Desired ResultsSpeaker: Michael B. LiebeskindLondon, England – April 30, 2013 The Tampa Bay Estate Planning Council Private Placement Life Insurance and Annuities: Maximizing Tax-Efficient Investing for the Ultra-AffluentSpeaker: Matthew H. PhillipsMarch 20, 2013 |
512-735-7254 | contactus@sali.com
