About Alan D. Katz
A PROFESSIONAL BIOGRAPHY
Alan D. Katz, ChFC, CLU, AEP, CRC, CWS
Managing Member - The Wealth Development Group, LLC
a financial services resource center helping clients achieve financial productivity coordinated with itís affiliated entities:
Advanced Benefit Concepts - a fee based business consultancy
Qualified Plan Services - 3rd party plan facilitator
Mr. Katz's professional background and experiences include prior tenure as:
Executive Vice President of DISC Systems Inc. - a publisher of life insurance, estate and financial planning software for personal computers.
Vice President, Product Development of Multiple Funding Services (a Dun and Bradstreet Company) - publishers of advanced life insurance, estate and financial planning software
Director, Marketing Services - MONY Financial Services (home office) for agent training and advanced systems support development.
Director, Advanced Tax & Estate Planning- The Nadel Agency of The New England Life.
Mr. Katz's educational and professional certifications include:
BBA - Marketing & Finance - Clarkson University, Potsdam, NY 1964
CLU (Chartered Life Underwriter) - American College, Bryn Mawr, PA 1968
MBA program in Federal Taxation - NYU Graduate Business School, 1971
ChFC (Chartered Financial Consultant) - American College, Bryn Mawr, 1984
AEP (Accredited Estate Planner) - National Association of Estate Planners & Councils, 2009
CRC [Certified Retirement Counselor] - International Foundation for Retirement Education, 2009
CWS [Certified Wealth Strategist] - Cannon Financial Institute, 2014
During his extensive professional career, Mr. Katz currently is or has been affiliated with the following organizations and institutions:
The Estate Planning Councils of NYC, Bucks County & Montgomery County - Past President of MCEPC.
The Society of Financial Service Professional- Philadelphia, New York City - previously served as a director of GPC-SFSP.
The Financial Planning Association - Philadelphia, NYC.
The National Association of Insurance & Financial Advisors- Greater Philadelphia, NYC - previously served as a director of NAIFA-Bucks County.
Pennsylvania Society of Accounting & Tax Professionals-Bux/Mont Chapter.
Delaware Valley College - Served as Adjunct Instructor for Financial Planning.
Mr. Katz is also affiliated with the following community based & service organizations:
Central Bucks Chamber of Commerce - Past Chair, Entrepreneurial Assistance Committee
Temple Sinai - Dresher, PA - Past-President and Life Member of the Board of Trustees.
Jewish Learning Venture- Bux/Mont Region Kehillah- served as a member of the oversite
committee & past lay chair of YAHAD, the inter-synagogue/agency consortium.
Harry S. Truman Lodge No. 1066 F.&A.M. - NYC -Past Master
Lancer Lodge No. 849 KofP - Yonkers, NY - Past Chancellor