Thursday, November 20, 2008   Welcome, Guest!

Ann K. Brennan CLU

Ann has developed extensive experience in designing custom benefit plans and financial funding models by serving clients primarily in the legal, healthcare and financial services industries for 23 years. Working with partners of law firms as well as shareholders and executives of private companies, she assists management in evaluating programs for their top people. Ann focuses on executive compensation issues including income deferral and retention plans, succession planning and wealth transfer strategies. She evaluates corporate life, disability and long term care programs for executives and partners of professional firms.

Ann holds a Bachelor of Arts Degree in Modern Languages cum laude from Boston College and a Masters degree in German from Middlebury College.