Tools & Techniques of Risk Management & Insurance
Donald J. Riggin is a risk management and insurance consultant with Schiff, Kreidler-Shell, Inc. (SKS) in Cincinnati, Ohio. He created, edits, and writes Financing Risk & Reinsurance (FRR), a monthly journal devoted to enterprise risk management, insurance-linked securitization, and the convergence of the insurance and capital markets published by International Risk Management Institute, Inc. (IRMI).
Riggin was also principal author and editor of IRMI's Risk Financing, a two-volume reference service. Riggin's consulting practice includes the analysis, formation, and operation of alternative risk financing structures, including captives. He frequently writes on risk financing issues for various insurance and risk management publications and speaks at a variety of industry functions, including the annuals RIMS conference.
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Tools & Techniques of Divorce Planning
Carol Lee Roberts, CFP® is Managing Director of Examinations and Education for the Certified Financial Planner Board of Standards, Inc.
Ms. Roberts’ professional background encompasses both the practice of financial planning and the administration of financial planning education programs. After working at Merrill Lynch for more than 16 years in a variety of capacities, Ms. Roberts served for six years at DePaul University, where she acted as Program Manager of its Financial Planning Certificate Program and a Director of DePaul’s Office of Continuing and Professional Education. At DePaul, she helped develop the Financial Planning Certificate program into one of the most successful programs offered through the university’s Office of Continuing and Professional Education, for which she also supervised marketing, new program development, corporate sales and web services for all continuing and professional education programs.
In her role with the CFP® Board, Ms. Roberts directs the examination and education components of CFP® certification, which is accredited by the National Commission for Certifying Agencies. She provides oversight to CFP Board's development of the rigorous CFP® Certification Examination and to the development and support of the more than 300 financial planning education programs in the United States that have registered with the CFP Board to prepare financial planners for CFP® certification.
Ms. Roberts is a CERTIFIED FINANCIAL PLANNER™ professional who has been an active member of the professional financial planning community, including involvement with the Financial Planning Association of Illinois, where she served as its Director of Programming, and with CFP Board, for whom she has provided frequent support, including serving on the Education Task Force, the CFP Board assembled in 2006. She is also a Certified Financial Divorce Practitioner® and holds a Bachelor of Arts in Public Administration from Augustana College in Rock Island, Illinois and a Master of Arts in Applied Professional Studies with a focus in Financial Planning from DePaul.
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Tools & Techniques of Investment Planning
Thomas R. Robinson, Ph.D., CPA, CFP, CFA is an Associate Professor of Accounting at the University of Miami where he primarily teaches Financial Statement Analysis. Professor Robinson received his B.A. in Economics from the University of Pennsylvania and Master of Accountancy from Case Western Reserve University. He practiced public accounting for ten years prior to earning his Ph.D. in Accounting with a minor in Finance from Case Western Reserve University.
Professor Robinson has won several teaching awards, including Outstanding Educator from the Florida Institute of CPAs, and has published regularly in academic and professional journals. He is also a co-author of Analysis of Equity Investments: Valuation, published by the Association for Investment Management and Research and Financial Statement Analysis: A Global Perspective, published by Prentice Hall. He has served as a consultant on financial statement analysis and valuation issues for investment management firms, law firms, accounting firms and governmental agencies.
Professor Robinson is active locally and nationally with the Association for Investment Management and Research (AIMR) and has served on several committees including AIMR's Financial Accounting Policy Committee and the Council of Examiners. He is past president and a current board member of the Miami Society of Financial Analysts.
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Tools & Techniques of Estate Planning
Morey S. Rosenbloom is a partner in the Philadelphia law firm of Blank, Rome, Comisky & McCauley and serves as chairman of the Tax and Fiduciary Department. Mr. Rosenbloom was formerly a principal in CMS Companies, a Philadelphia based merchant banking firm. He graduated from Temple University School of Law and served as a legal assistant to the then Chief Justice, John C. Bell, of the Supreme Court of the Commonwealth of Pennsylvania.
Mr. Rosenbloom is an adjunct professor of law at the Law School at Temple University and has been an instructor of the American College Advanced Estate Planning Course. He has served as the Chairman of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association. Mr. Rosenbloom is a fellow of the American College of Trust and Estate Counsel and recent recipient of the ``Distinguished Service Award'' given by the Philadelphia Planning Council.
He has lectured at numerous seminars on the topic of estate and business planning to various legal, banking, insurance and estate planning groups throughout the country.
Mr. Rosenbloom has co-authored many publications and articles, including Practical Will Drafting, Computing The Federal Estate Tax, The Wait and See Buy-Sell, and Funding Corporate Buy-Sell Agreements With Life Insurance.
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Martin Satinsky
Tools & Techniques of Financial Planning
Tools & Techniques of Income Tax Planning
Martin Satinsky has been providing tax and financial planning services to individuals and businesses for thirty years. He has worked with regional and international accounting firms, including seven years as a tax partner with Coopers & Lybrand. In his current practice, as a Member of Isdaner & Company, LLC, Mr. Satinsky specializes in Tax Consulting and Litigation Support Services. He is also Managing Member of Independent Financial Advisory Services, LLC., a fee based personal financial planning firm. An accomplished author on personal financial matters, he has co-authored many books on income and estate taxes and personal financial planning, including the Accountant’s Guide to Employee Benefit Plans. A frequent lecturer, Mr. Satinsky has also been an instructor at the American College, Temple University Law School, Georgetown University Law School, Syracuse University Law School, Villanova University Law School, Philadelphia University and the University of Pennsylvania.
Mr. Satinsky is a graduate of the Pennsylvania State University and the Law School of the University of Pennsylvania. He received his Master of Law degree in Taxation from Temple University Law School. Mr. Satinsky is a Certified PublicAccountant in Pennsylvania and has been admitted to the Pennsylvania Bar. He is a member of the American Institute of Certified Public Accountants, and the Pennsylvania Institute of Certified Public Accountants, as well as the American, Pennsylvania and Philadelphia Bar Associations. He has served as an officer of the Philadelphia Estate Planning Council and also as a member of the AICPA Personal Financial Planning Executive Committee and the PICPA Personal Financial Planning Committee. Mr. Satinsky was honored by the Philadelphia Estate Planning Counsel as the Distinguished Estate Planner in 2000.
Mr. Satinsky has conducted seminars on life insurance issues for the Pennsylvania Bar Institute, the AICPA and PICPA, and NAPFA. He is also a co-developer of the Dynamic Insurance Solutions Software. Mr. Satinsky has served as Chairman of the Board of the Jewish Community Centers of Greater Philadelphia and Treasurer of the Philadelphia Bar Education Center, and is currently the Treasurer of Hillel of Greater Philadelphia. He has been active with the Federation of Jewish Agencies in Philadelphia and Washington, D.C. and was elected Vice President of the Syracuse Jewish Federation. He is currently on the National Board of Jewish Community Center Associates.
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Tools & Techniques of Charitable Planning
Roger L. Shumaker is a shareholder in the law firm of McDonald Hopkins Co., LPA, Cleveland, OH. Mr. Shumaker, an Ohio State Bar Association Certified Specialist in Estate Planning, Trust and Probate Law, focuses his practice on estate planning, probate and trust administration, succession planning for middle-market and closely held businesses, and individual and fiduciary income taxation. He is listed in The Best Lawyers in America for trusts and estates law, and is a frequent writer and speaker on the topic of using computers in the delivery of legal services and on a host of estate planning, charitable, tax, and probate issues.
Mr. Shumaker graduated with distinction from Manchester College and subsequently received his Juris Doctor degree from Case Western Reserve University School of Law. He is licensed to practice in Ohio and Indiana.
Mr. Shumaker’s professional associations include the Cleveland Bar Association, the Ohio State Bar Association, the American Bar Association (Real Property, Probate & Trust Law Section Council, 1991-1997), the American College of Trust and Estate Counsel (Technology in the Practice and Charitable Planning and Exempt Organizations committees), the Estate Planning Council of Cleveland (President, 1990-1991), and the Northern Ohio Planned Giving Council (Board of Trustees, 1994-1997).
Mr. Shumaker is actively involved in numerous community organizations, including the Cleveland Museum of Art Planned Giving Council (Chairman, 1998), the Salvation Army of Cleveland (Chairman 2002-2004), the Ohio Presbyterian Retirement Services Foundation, the Breckenridge Village Retirement Community, the Western Reserve Emmaus Community, Inc. (Secretary), the Northeast Ohio Chrysalis Community, and Garfield Memorial United Methodist Church.
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Tools & Techniques of Income Tax Planning
Joseph Stenken is an Assistant Editor for the Professional Publishing Group of The National Underwriter Company. He covers life insurance issues business entities, tax shelters, and Social Security. He is the editor of National Underwriter's Social Security Manual. He is also responsible for editing portions of Tax Facts on Insurance & Employee Benefits, Tax Facts on Investments, ERISA Facts, and Field Guide to Estate Planning, Business Planning and Employee Benefits. He has written articles for the National Underwriter Life & Health Financial Services Edition and Independent Banker. Mr. Stenken is a graduate of the University of Cincinnati College of Law.
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David D. Thamann
Risk Management for Financial Planners
David D. Thamann, J.D., ARM, CPCU, has been an FC&S editor since 1987. Before joining The National Underwriter Company, he was a claims supervisor and senior underwriter for American Druggists Insurance Company, a commercial property lead underwriter for Transamerica Insurance, and a commercial package underwriter for CAN and Safeco Insurance companies. Mr. Thamann graduated from Salmon P. Chase College of Law and Xavier University. The publications he wrote or contributed to include Business Auto Coverage Guide, Personal Auto Coverage Guide, Workers Compensation Guide, and Commercial General Liability Supplement.
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Tools & Techniques of Divorce Planning
Joel M. Weiner, JD, CFP®, CFDP®, ChFC, CLU, CFS, CSA is President and CEO of Professional Training Services, Inc., a Certified Provider for insurance pre-licensing and insurance education, as well as NASD securities and preparation courses, sales training, CFP continuing education, CFP® Certification Exam review, and more.
As an active financial planning practitioner, Joel maintains his insurance producer’s license for life, health, property and casualty insurance as well as numerous NASD securities licenses including General Securities Series 7, State Securities Series 63, Investment Advisor Series 65, Commodities Series 3, General Securities Principal Series 24, Options Principal Series 4, Financial Operations Manager Series 27, and Municipal Securities Supervisor Series 53.
His professional designations include Certified Financial Planner™, Chartered Financial Consultant, Chartered Life Underwriter, Certified Fund Specialist, Certified Financial Divorce Practitioner® and Certified Senior Advisor. Joel is past director of Programs and Ethics for the Illinois Financial Planning Association and also a board member with NAIFA Chicago.
Joel’s educational credentials include degrees of Bachelor of Arts, Master of Science, and Doctor of Jurisprudence. Joel also practices law in Illinois.
During his many years as a sales/management professional, Joel has developed market strategies and sales training programs for investment and insurance companies, as well as for financial institutions. Joel has started and participated as a principal of three broker-dealers. He also appears as a guest speaker for public seminars promoting financial planning, investing and wealth accumulation, including retirement and estate planning concepts. Considered a source of financial services information, publications such as USA Today, CNA Magazine, Smart Money, Claims People, Hartford On-Line, the Dow Jones Investment Advisor, Investment Advisor, Chicago Tribune, the Ladies Home Journal, Today’s Chicago Woman HAVE interviewed and printed Joel’s opinions and advice. Most recently ABC News conducted a video interview regarding financial planning and divorces with Joel, which was broadcast in the Chicago area.
Some of his published works include: Marketing of Annuities, Estate Planning, Retirement Planning, Indiana and Illinois Long Term Care, Financial Planning Concepts, Selling Annuities and Mutual Funds, Variable Insurance Products, Universal Life Insurance, Business Insurance Concepts, Group Insurance, Key Employee Insurance, 401(k) Plans, Life and Health Insurance Concepts, Medicare, Medicaid, Medigap, Protecting Small Businesses, Tax Issues for Financial Professionals, Equity Index Annuities, Managed Money, Investment Advisers, and Alternative Dispute Alternatives and Workers Compensation. Joel has also created Internet on-line programs including IPOs, Mutual Funds, Tax Issues, Fixed Income Products, Options, Section 529 Qualified Tuition Plans, and more.
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Tools & Techniques of Charitable Planning
Mr. Yang is a tax attorney and certified public accountant specializing in the areas of business and tax law and estate planning. Mr. Yang is Of Counsel to the law firm of Klett, Rooney, Lieber & Schorling, PC, where he assists clients in solving complex tax issues in areas such as estate planning for individuals and owners of closely held businesses, working with executives, business owners, and other types of individuals to aid them in minimizing income and estate taxes and planning for retirement, deferred compensation, passing assets to heirs with minimal taxation, and dealing with management succession issues. In addition to planning for and drafting wills, living wills, and powers of attorney for clients, he assists clients in structuring revocable living trusts, irrevocable insurance trusts, family partnerships and limited liability companies, asset protection trusts, multigenerational dynasty trust, and offshore trusts and entities as part of their overall estate plan.
Mr. Yang is a nationally recognized author. He is the co-author of a book, “The Tools and Techniques of Charitable Planning,” and has published numerous articles in prestigious national tax publications such as The Journal of Taxation, The Tax Advisor, TAXES-The Tax Magazine, and The Tax Executive. He is also a frequent lecturer at local and national conferences on taxation and accounting, and has appeared on a number of local television programs in the Western Pennsylvania area as a tax expert to discuss the impact of new tax legislation on the local area.
Mr. Yang is a member of the American Bar Association (Tax and Probate, Real Property, and Trust Sections), the Allegheny County Bar Association (Tax and Probate and Trust Sections), the Pennsylvania Institute of Certified Public Accountants, the Pittsburgh International Tax Society, and the Pittsburgh Tax Club. Mr. Yang is listed in Who's Who in American Law (7th Ed.). In addition, Mr. Yang holds a Graduate Chef's Certificate from the South China Institute of Catering in Hong Kong, BCC.
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