References available upon request. Email Max.

The Ayco Company, L.P.

Presented benefits-based financial planning seminars to over 30 corporate clients, many of which are FORTUNE 500 companies.

Seminar topics include: planning for retirement, investments, income taxes, education funding, estate planning, and insurance.Also delivered event-driven topics such as open enrollment, change in control, and change in medical benefits, and pension change/choice.

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