Business

**Mark Halpern,** Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), and Master Financial Advisor - Philanthropy (MFA-P) has helped business owners, entrepreneurs, professionals, and affluent families for over 30 years. As CEO of WEALTHinsurance.com®, Mark and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies,...

**Mark Halpern,** Certified Financial Planner (CFP), Trust and Estate Practitioner (TEP), and Master Financial Advisor - Philanthropy (MFA-P) has helped business owners, entrepreneurs, professionals, and affluent families for over 30 years. As CEO of WEALTHinsurance.com®, Mark and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies,...