David Wexler recently appeared on a nationally broadcasted webinar, hosted by the Association of Advanced Life Underwriting (AALU), a national advocacy organization dedicated to serve the needs of life insurance community. During this webinar, David was joined by Mark Teitelbaum, the current chairmen of AALU’s Wealth Transfer Committee and Justin Brown, the Vice President of Legislative Affairs at the AALU. Together, they analyzed the potential effects of tax reform and estate tax repeal on insurance advisors and their clients. In addition, the panel shared their recent experience with clients and others professional advisors about their responses to proposed changes by the new Administration.
Family Business Forum’s Inaugural Event
Today, in front of a packed audience, Sheila Johnson kicked off the inaugural event for the DC Family Business Forum with a spectacular story about her life. Ms. Johnson shared her remarkable journey that began as a child who moved 13 times during her formative years, growing up to become the successful entrepreneur she is today. Sheila walked the audience through her life as a violin teacher, a high school orchestra conductor, a co-Founder of BET Networks, and then her journey as the Founder and CEO of Salamander Resorts. Ms. Johnson captivated everyone in attendance by highlighting many of the struggles and prejudices she experienced throughout the past 40 years and how she triumphed through perseverance and gut instinct. She is now headed back to Middleburg, VA to attend the Middleburg Film Festival, a project that she founded in 2013 – at the suggestion of friend and colleague Robert Redford – and is considered one of the top five independent film festivals in the country. The event takes place October 20-23, 2016.
Under the direction of Scott Greenberg, Greenberg, Wexler & Eig is proud to be a founding partner of the DC Family Business Forum along with sponsors Baker Tilly, Cardinal Bank, J.P. Morgan, and Reed Smith. The mission of the Forum is to promote and foster the growth and ongoing success of family businesses through learning, sharing, and creating solutions for the critical issues and challenges confronting family businesses in the Washington, DC metropolitan region. Additional information regarding future programs and featured speakers can be found at www.dcfamilybusinessforum.com.
AALU Annual Meeting
The Association of Advanced Life Underwriters – AALU – Annual Meeting was back in town this past week and all three partners, Scott Greenberg, David Wexler, and Keith Eig, were in attendance along with many other life insurance professionals from the M Financial Group community, including president, Fred Jonske.
This year’s agenda was filled with top keynote speakers, including Futurist Dr. Peter Diamandis kicking off on Sunday. Other speakers included Apple co-founder Steve Wozniak; Barbara Corcoran of television’s Shark Tank; Jason Dorsey, The Gen Y Guy; Governor Mitt Romney, former Presidential Candidate and Massachusetts Governor, and comedian/television actor Bill Engvall. There were also many informative Professional Development workshops and numerous opportunities to connect and network with other AALU members and meeting attendees.
AALU was founded in 1957 and has flourished into a lobbying, education, and networking resource for the nation’s top life insurance producers. Their mission is to promote, preserve, and protect advanced life insurance planning for members, their clients, the industry, and the general public. With over 2,200 insurance professionals as members, the annual meeting is seen as the premiere learning, networking, and advocacy event in the life insurance community.
The Magic of Montmartre
Our own Keith Eig is a member of the Board of Directors for The Washington Home & Community Hospice, an organization that has cared for the elderly, chronically, and terminally ill residence of DC, since 1888. On April 11, they held their annual fundraising benefit at the Embassy of France raising not only necessary funds but also awareness for the cause. The theme of the night was The Magic of Montmartre, transforming the embassy into the artistic French neighborhood complete with mimes, caricaturists, can-can girls, a violinist, wine tasting, and of course elegant French cuisine. With over 350 guests, the night was filled with pure entertainment which was made possible with the help of generous partners and guests. Events like this are what help The Washington Home & Community Hospice continue to provide support and aid to those unable to care for themselves.
For more information about The Washington Home & Community Hospice, visit their website here.
David Wexler Participates in a Roundtable Discussion To Help New Law Firm Partners
Late last week, David Wexler participated in a roundtable discussion to answer a few questions about “the important financial considerations all new law firm partners should consider.” It was hosted by the Law Practice Today Board.
Nicholas Gaffney moderated the event and posted the Q&A discussion on the Law Practice Today website.