Alan Katz ChFC, CLU, AEP, CRC®, CWS®

Mr. Katz's professional background and experiences include prior tenure as:

• Executive Vice President of DISC Systems Inc. - a publisher of life insurance, estate and financial planning software for personal computers.
• Vice President, Product Development of Multiple Funding Services (a Dun and Bradstreet Company) - publishers of advanced life insurance, estate and financial planning software
• Director, Marketing Services - MONY Financial Services (home office) for agent training and advanced systems support development.
• Director, Advanced Tax & Estate Planning- The Nadel Agency of The New England Life

Mr. Katz's educational and professional certifications include:

• BBA - Marketing & Finance - Clarkson University, Potsdam, NY 1964
• CLU (Chartered Life Underwriter) - American College, Bryn Mawr, PA 1968
• MBA program in Federal Taxation - NYU Graduate Business School, 1971
• ChFC (Chartered Financial Consultant) - American College, Bryn Mawr, 1984
• AEP (Accredited Estate Planner) - National Association of Estate Planners & Councils, 2009
• CRC [Certified Retirement Counselor] - International Foundation for Retirement Education, 2009
• CWS [Certified Wealth Strategist] - Cannon Financial Institute, 2014

During his professional career, Mr. Katz currently is or has been affiliated with the following organizations and institutions:

• The Estate Planning Councils of NYC, Bucks County & Montgomery County - Past President of MCEPC.
• The Society of Financial Service Professional- Philadelphia, New York City - previously served as a director of GPC-SFSP.
• The Financial Planning Association - Philadelphia, NYC.
• The National Association of Insurance & Financial Advisors- Greater Philadelphia, NYC - previously served as a director of NAIFA-Bucks County.
• Pennsylvania Society of Accounting & Tax Professionals-Bux/Mont Chapter.
• Delaware Valley College - Served as Adjunct Instructor for Financial Planning.

Mr. Katz is also affiliated with the following community based & service organizations:

• Central Bucks Chamber of Commerce - Past Chair, Entrepreneurial Assistance Committee
• Temple Sinai - Dresher, PA - Past-President and Life Member of the Board of Trustees.
• Jewish Learning Venture- Bux/Mont Region Kehillah- served as a member of the oversite
  committee & past lay chair of YAHAD, the inter-synagogue/agency consortium.
• Harry S. Truman Lodge No. 1066 F.&A.M. - NYC -Past Master
• Lancer Lodge No. 849 KofP - Yonkers, NY - Past Chancellor