ESTATE AND BUSINESS PLANNING FOR THE BUSINESS OWNERS AND VITAL STRATEGIES FOR FOREIGN COMPANIES OPERATING IN THE U.S.

LUNCH & LEARN

SEMINAR SERIES

This interactive forum presented by New York Life Insurance Company Advanced Planning Consultant MARK JANSEN and BRUNO DRUMMOND, Managing Partner at Drummond Advisors, will discuss strategies in the areas of estate, tax and business succession planning business owners and foreign entities doing business in the U.S. 

MARK JANSEN brings a creative and comprehensive approach to using insurance products in estate and business planning. He graduated cum laude from the University of Minnesota Law School. In 2017 New York Life Insurance ranked #65 on the prestigious Fortune 500 list and ranked #70 at Forbes 2018 list of America’s Best Employers for Diversity.

 BRUNO DRUMMOND is Managing Partner at Drummond Advisors, a company that specializes in fulfilling the needs of businesses with dual operations in Brazil and the U.S. Bruno holds a B.S. in Accounting from the Pontifical Catholic University of Minas Gerais (Brazil) and Undergraduate and Master’s degrees in Accounting from Suffolk University (Boston, MA).

Host/Sponsor

This seminar and insurance sales presentation is for information purpose only. Nor New York Life nor its agents or employees offer tax, accounting or legal advice. Attendees are urged to consult their tax and or legal advisors regarding their particular situation before implementing any strategies. Mr. Bruno Drummond and Drummond Advisors are not affiliated with New York Life. The viewpoints and statements made by Mr. Bruno Drummond are solely his own and may not necessarily be endorsed by New York Life or its affiliates.

SMRU 1776563