Topic: How to Avoid Three Major Threats to Your Retirement
Location: Zoom Meeting
Description: Three major threats to your family’s financial future are (1) disability during your working years; (2) dying before you’ve saved enough for your family’s “nest egg”; and (3) high taxes and market volatility during retirement. In this 30-minute session, we will learn how to control the consequences of these uncontrollable events.
Jacob Hartz, J.D.
Jacob Hartz joined NFP Insurance Solutions as Director in 2020. He is responsible for working with both corporate and high net worth individual clients of the firm. Jacob specializes in providing his individual clients with integrated estate planning and insurance solutions. He also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs.
Prior to joining NFP Insurance Solutions, Jacob was at Lenox Advisors, a comprehensive financial planning and wealth management firm; and GVW Group LLC, a family office-owned private holding company. Jacob received his B.A. in Classics and French from Yeshiva University. He went on to receive his J.D. from the Benjamin N. Cardozo Law School, where he studied estate planning and taxation.
Jacob resides in Chicago’s Lakeview neighborhood with his wife and children. He is a board member of the Jewish National Fund and the America Israel Chamber of Commerce. During his free time, he enjoys playing racquet sports and spending his time with his family.