Leveraging Your Retirement Plan, with Neil Santo Tomas and Igor Zey

December 1 & 3 | 10:00 a.m. Mountain

Moderator – Sean Wickersham, President & Chief Marketing Officer

About

Igor Zey, managing partner of PFR Advisors, LLC in Sherman Oaks, CA and President’s Club member, Neil Santo Tomas, work closely to create and develop multigenerational estate and asset transfer strategies to ensure the most tax-efficient transfer of wealth to succeeding generations. Listen to their presentation to get techniques on protecting your clients’ asset portfolios.

Daen Wombwell, CEO at NIW Companies is also a presenter in this session. Wombwell has over 25 years experience serving in senior, strategic roles for a wide range of companies and industries around the world. NIW Companies serves as program sponsor and administrator for Kai-Zen and Tri-Zen.

Igor Zey

PFR Advisors, LLC provides comprehensive Financial, Income, and Estate Tax Planning for wealthy families and Executive Benefits and Buy-Sell planning for businesses, individuals, and professionals.

More specifically, the scope of the advisory services includes comprehensive fee-based Financial Planning, Estate Tax and Charitable planning, asset protection planning, managing client’s financial expectations, executive benefits, life settlements and premium financing consulting and analysis, life insurance issues and planning in divorce, retirement income accumulation and distribution strategies, and wealth management.

Professional Financial Resources, Inc. provides Expert Witness services, including court testimonies on various financial issues related to imputed interest calculation on assets available for support, retirement plan analysis, financial and insurance planning in divorce, and standard of care issues in the investment and insurance communities.

Igor Zey has been a frequent speaker on the subjects of financial, charitable, and estate tax planning in the context of marital dissolutions, ESOPs, executive compensation, disability, and life insurance planning, and asset protection planning to various professional groups of attorneys, doctors, Certified Public Accountants (AICPA and California Society of CPAs), and insurance producers (see attached the partial list of past speaking engagements). Many of his courses have been approved for MCLE and CPE credits.

Education:

PhD Candidate in Financial & Retirement Planning, Dissertation pending – currently pursuing at The American College of Financial Services, Bryn Mawr, PA

Master of Science in Financial Services (MSFS) – The American College of Financial Services, Bryn Mawr, PA

Bachelor of Arts in Russian Literature and Linguistics – UCLA

Professional Designations and Affiliations:

  • CFP® (Certified Financial Planner(TM)
  • CLU® (Chartered Life Underwriter)
  • ChFC® (Chartered Financial Consultant)
  • CAP® (Chartered Advisor in Philanthropy)
  • AEP® (Accredited Estate Planner)
  • TEP (Trust & Estate Planner) – The Society of Trust and Estate Practitioners (STEP), London, United Kingdom

Igor is a member of the Society of Trust and Estate Practitioners (STEP), National Association of Life Underwriters, West Los Angeles Association of Life Underwriters, the Los Angeles Chapter of the National Association of Insurance and Financial Advisors (where he served as director), Beverly Hills Bar Association, Los Angeles County Bar Association (Taxation Chapter), National Association of Estate Planners and Councils, and the California Society of Certified Public Accountants.

Mr. Zey currently holds FINRA licenses 6, 7, 63, 65 (grandfathered), and 24.

Neil Santo Tomas

Neil A. Santo Tomas is a Financial Advisor and a Principal of PFR Advisors LLC. He has been in the financial services business for over 30 years. He specializes in comprehensive wealth management and estate tax planning solutions to business owners and affluent families. Neil has helped his clients create and develop multigenerational estate and asset transfer strategies to ensure the most tax-efficient transfer of wealth to the succeeding generations.

Attention to detail and good listening skills are the hallmark of his practice and are widely appreciated by his clients. The support he receives from risk management and investment product specialists from several large financial institutions help him build long-term relationships with his growing clientele.

Neil has spoken on business succession planning, executive deferred compensation planning, multigenerational asset transfer planning and estate planning. His professional affiliations include Past Director of the Los Angeles Association of Individual Financial Advisors. He is also a member of the Million Dollar Round Table.

Neil’s community involvement includes current member and past
board director of the Asian Business Association of Los Angeles, an association comprised of Asian-American owned and operated businesses in the Greater Los Angeles area. He has collaborated with business owners to host and present webinars in his field of expertise.

He enjoys playing golf in his spare time.

Sean Wickersham

Sean Wickersham has been with the Leaders Group since 2008 and has over 16 years of experience in the financial services industry. Since 2013, Sean has been heading the marketing department, helping steer the direction of the team and has had an active role in the development of the various communications, the formulation and rollout of Starlight Portfolios and the creation of the LEADERSlink system. He has also helped with the re-branding and market awareness efforts. As the President & CMO, Sean’s primary responsibilities include corporate management oversight and planning, and development and execution of marketing initiatives.

Out of the office Sean enjoys languages, with a strong level of proficiency in Spanish, skiing, international travel and spending time with his wife Kathleen, daughter Sloane, and their dog.

About The Leaders Group, Inc.

The Leaders Group is family-owned, and is dedicated to providing the best customer service in the industry. We never lose sight of who makes us great, and treat you as an extension of our family. Our experienced management team is committed to providing you with the knowledge and guidance you need to succeed.

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