Birmingham, Michigan: Schechter Wealth Advisors Aaron Hodari, CIMA and CFP Certificant, and Scott Diamond have been selected to present on the fundamentals of PPLI at the Private Placement Life Insurance and Variable Annuities Forum at The Colonnade Hotel in Boston, Massachusetts. Private Placement Life Insurance and Variable Annuities offer access to Hedge Funds, MLP’s and Mutual Fund investments in a tax-efficient structure.
“Schechter Wealth is beyond thrilled to have this opportunity to share our unique insights and strategies with the PPLI community” said Schechter COO Michael Lee. “Our advisors and deep team of experts at Schechter Wealth are leading the wealth management industry with advanced life insurance planning and tax strategies.”
Scott Diamond advises high net worth individuals, business owners and their attorneys, CPAs, and money managers on opportunities to improve wealth accumulation, wealth transfer, preservation and charitable giving strategies. With over 20 years of experience in sophisticated financial strategies, Scott brings the strength of Schechter Wealth’s unique solutions in tax management, estate planning, and institutional quality investment advisory to his clientele in Los Angeles and around the country.
Aaron Hodari CFP, CIMA works with high net worth individuals, families, business owners, and their advisors to bring them institutional quality investment management and advanced financial planning solutions. He helps his clients develop customized strategies and plans specifically tailored to their needs. Using a forward looking approach and the broad resources of Schechter Wealth, he guides his clients towards their financial goals. Aaron is a CERTIFIED FINANCIAL PLANNER ™ certificant.
About Schechter Wealth
Schechter Wealth is a boutique third generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA® charterholders, CFP® practitioners, and CIMA® consultants have been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning.