Professionally Speaking » Podcast Feed
Interview: Harold Lustig – Estate Planner
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:04:47
- Mas informaciones
Informações:
Sinopsis
Harold Lustig is the Founder and CEO of the California Estate and Elder Planning Center and Managing Member of Lustig Financial Services LLC. After the distressing experience of hearing his father saying he had outlived his assets, Lustig began a life-long journey to assist seniors increase income and protect their assets, enjoy a higher quality of life and reduce their tax obligations, thus leaving more wealth for their spouses, children and grandchildren. With over 30 years of financial planning experience, his focus and passion is to help seniors and their families with retirement and estate planning as well as long term care planning. Lustig obtained a business degree in accounting and a Master's degree in Business Administration from Drexel University in Philadelphia. Currently, he holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), the California Life and Health Insurance license as well as the Series 65 Investment Advisor's License. Lustig is the author of the first