Client Goldstein Financial Group In the News
GOLDSTEIN FINANCIAL GROUP AND HINDMAN AUCTIONS
HOSTING EXCLUSIVE EVENT,
“ART MARKET UPDATES AND PLANNING CONSIDERATIONS”
CHICAGO, IL – FEBRUARY 17, 2020: Goldstein Financial Group, LLC (GFG), is pleased to announce the next event in its ongoing educational series, exclusively for advisors serving high net worth individuals and corporate clients requiring advanced financial planning solutions. This event entitled, “Art Market Updates and Planning Considerations,” will be co-hosted by Hindman Auctions and features industry expert speakers from Hindman Auctions and Deloitte Tax LLP.
The event will be held Wednesday, February 19th, 2020, at 12:00 PM at Gibson’s Steakhouse in Chicago, Illinois and advanced RSVP is required. GFG was founded by Allan Goldstein, a seasoned life insurance industry entrepreneur who has served as Chief Executive Officer of GFG for over three decades. Passionate about collaboration, Mr. Goldstein recognized an opportunity to facilitate an ongoing event series on topics relevant and necessary for advisors serving the complex planning needs of high net worth clientele.
“We believe through collaboration, not competition, our clients benefit most. The more we can work together and offer a comprehensive solution, the better equipped we are to collectively serve our clients,” stated Allan Goldstein. Based in Chicago, GFG specializes in advanced life insurance solutions to meet the sophisticated needs of high net worth individuals and corporate clients.
Featured guest speakers for this event include Micaela Saviano, CPA and Partner with Deloitte Tax LLP. She leads Deloitte’s Art and Finance group and will report on changes occurring in a market experiencing unprecedented growth. Additionally, she will discuss the tax, investment, and business issues planners should be aware of when addressing clients’ portfolios. At Deloitte, she helps clients plan for and manage their fine art collections and identifies tax, audit, advisory, and consulting solutions for businesses in the art industry. Specializing also in structuring family offices, estate planning, post-mortem administration, investment partnership taxation, and income tax planning, she focuses on serving family offices, ultra-high net worth individuals, and closely held businesses.
Accompanying her will be Alyssa Quinlan and Molly Gron, both of Hindman Auctions.
Alyssa Quinlan oversees business development efforts nationally for Hindman. Together with her team, she assists fiduciaries and private clients with the valuation and disposition of art and tangible personal property. Ms. Quinlan worked at Leslie Hindman Auctioneers as the Director of Business Development from 2003-2010 within the Trusts & Estates and Museum group. She began her career in finance and worked at Smith Barney in asset management and the private bank at J.P. Morgan. Molly Gron is National Director of Trusts & Estates at Hindman in Chicago. She has worked in the art and appraisal world for the last 15 years and began her career at Bonhams in New York in the American Art Department. Ms. Gron manages and develops relationships with trust officers, fiduciaries, estate planning attorneys, professional advisors, museums and institutions.
· Date and Time: Wednesday, February 19th; at 12:00 pm
· Location: Gibson’s Steakhouse: The Fireplace Room, 1028 North Rush Street, Chicago, IL 60611
· RSVP: Please email firstname.lastname@example.org. Note, limited seating remaining, open exclusively to advisors serving the high net worth and corporate client markets.
ABOUT GOLDSTEIN FINANCIAL GROUP, LLC
Goldstein Financial Group, LLC is an independent life insurance brokerage and consulting firm based in Chicago, Illinois. With over 30 years of experience, GFG utilizes a proprietary process that includes a thorough review of the high-end insurance market, advanced medical and financial underwriting and analytical reporting to serve ultra-affluent families, family offices and successful business owners. GFG works closely with a team of advisors to combine the extensive capabilities of its professional staff, close relationships with elite industry resources and a systematic reporting process to achieve maximum long-term value. GFG is an independent Member Firm of M Financial Group. With more than 145 Member Firms in 40 states, Hong Kong, United Arab Emirates, and the United Kingdom, M Financial Group is one of the nation’s leading financial services design and distribution company. Since 1978, M Financial’s network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. To learn more, visit www.goldsteinfinancial.com.
Headquartered in Chicago, Hindman is home to 150 employees in both the Chicago office and branch offices in Atlanta, Cincinnati, Cleveland, Denver, Milwaukee, Naples, Palm Beach, Scottsdale, and St. Louis. Hindman is recognized internationally as a leading fine art auction house. With an unyielding focus on client service, Hindman offers holistic solutions to connect clients in local US cities to the global art market. Hindman operates more salesrooms in the United States than any other firm and conducts over 100 auctions annually in categories such as fine jewelry, fine art, modern design, books and manuscripts, furniture, decorative arts, couture, Asian works of art, arts of the American West, and numismatics, as well as special focus subjects as the need arises. To learn more, visit www.hindmanauctions.com.
GOLDSTEIN FINANCIAL GROUP CONTACT
Allan Goldstein, CLU, ChFC, RHU, TEP | Founder & Chief Executive Officer
847.943.0701 | email@example.com
Cami Gueguen | Founder & CEO| CAMIO PR