Estate Planners Day
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https://EstatePlannersDay2024.eventbrite.com
Amy Zinser is a Director and a Wealth Strategies Advisor for the Chief Investment Office (CIO) within Bank of America Corporation. Amy contributes to the CIO’s thought leadership and writing in the areas of wealth and estate planning. She also provides in-depth estate plan reviews and crafts customized analysis and strategies for ultra-high net worth clients and their families. Amy collaborates with client teams at Bank of America Private Bank to provide wealth management guidance and help clients pursue their individual goals in financial and estate planning, risk management, wealth transfer, intergenerational planning, and philanthropy.
Previously, Amy was a Wealth Strategies Advisor for Bank of America Private Bank
Prior to joining Bank of America, Amy was a practicing attorney specializing in complex estate planning and trust and estate administration.
Amy holds a bachelor’s degree from Yale University and a JD, with honors, from the University of Connecticut School of Law, where she was Lead Articles Editor for the Connecticut Law Review. Following law school, Amy was a law clerk at the Federal District Court for the District of Connecticut in Hartford. She is admitted to practice in Connecticut and New York. Amy holds the Accredited Estate Planner® designation from the National Association of Estate Planners and Councils.
Kenneth A. Horowitz entered the life insurance business in 1989. He became affiliated with the Guardian Life Insurance Company of America, New York, NY as a Field Representative with the Compain Anderson Group and went on to qualify for the company’s prestigious Leader’s Club and other distinguished awards.
After merging with another NYC based Guardian agency in 2000, Strategies for Wealth, Ken’s business grew more diversified providing clients comprehensive financial services. His commitment to the financial services business is exemplified by qualifying as a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), as well as earning a Series 7 and RIA (Registered Investment Advisor). In 2016, Ken earned his RICP designation as a Retirement Income Certified Planner, and AEP designation in 2022.
In 2007, Ken’s business continues to expand by merging his practice with National Pension Consultants II, Inc a 30-year-old pension consulting firm, based in Rye Brook, New York. Their services included administration, design and implementation of 401k, profit sharing and pension plans for small and medium size businesses. Their knowledge of pension legislation has allowed them to create a niche in this segment of financial services providing seminars to various CPA firms, CPA Societies, business owner and professional groups. Ken has had several articles published on retirement planning in Advisor Today, NJ CPA Journal, The NYS CPA Journal and their on-line publication, Taxstringer. He has also been published in the NAEPC Journal on the impact of the SECURE Act to IRA tax planning.
Ken received his MBA from Hofstra University. He and his family have lived in Bergen County, New Jersey over 30 years. He has always given his time to help various charitable and local organizations. Some of his affiliations include: Executive Board Member of Albert Einstein College of Medicine; Penn State Parents Association; Y-JCC of Bergen County; The Loomis-Chafee Alumni Association; and member and coach of the Woodcliff Lake Basketball Association. He has served on the board of the Bergen County Estate Planning Council culminating with serving as President in 2021-2022.
Ken’s unique ability to motivate a group of individuals to accomplish a common goal is illustrated by taking his sons’ basketball teams through an undefeated season, two championships as well as numerous playoff and final appearances. It is with this same passion and commitment that Ken works with clients to maximize their personal and business financial opportunities.
**THANK YOU TO OUR SPONSORS**
GOLD SPONSORS:
McCarter & English
Fiduciary Trust
Merrill Lynch
SILVER SPONSORS:
J.P. Morgan Private Bank
Appraisal Economics
C.T. Peters
Anchin Accountants
EXHIBITORS: MPI, Elder Life, Doyle Auctioneers & Appraisers, Sotheby's
