Elder Care Issues (E1601169)

Jonathan Alexander is a Lincoln MoneyGuard® specialist for Lincoln Financial Distributors, covering all of New England and the Mid-Atlantic states. In his work, he helps financial advisors create strategies to help protect their clients from the impact of long-term care expenses.

Mr. Alexander began his career at Lincoln as a Lincoln MoneyGuard internal marketing consultant, educating agency partners, case managers and marketers about the benefits of long-term care planning. He is experienced in helping financial advisors in the bank and wirehouse channels and independent planning firms.

Mr. Alexander graduated from Temple University with a BA in political science. He holds FINRA Series 6, 63, and all appropriate life and health licenses.He lives in Philadelphia, and in his free time enjoys playing sports, traveling and following the news.

Robert Bernstein is the owner of Bernstein Estate Law in Morristown, New Jersey. Mr. Bernstein has been practicing law for over 35 years and is admitted to the Bar in both New Jersey and New York. Mr. Bernstein focuses his practice in the areas of Estate Planning, Estate Administration, Elder Law, Special Needs Planning, Same-Sex Estate Planning, Business and Corporate Law and Commercial and Residential Real Estate Law. Prior to starting his practice, Mr. Bernstein served as a Deputy Attorney General for the State of New Jersey where he represented the Division of Taxation. He is a frequent lecturer and has acted as host and producer of a cable television program entitled “30 Legal Minutes” which was also broadcast on Comcast Network and Communities Cable. He is also a former legal columnist of a national magazine “Small Business Opportunities”.

Mr. Bernstein received his Bachelor’s degree from Rutgers University in 1966 and was awarded his Juris Doctor (J.D.) from Rutgers University School of Law in 1969. He is admitted to practice before the United States Supreme Court, the United Court for the District of New Jersey, and the New Jersey Supreme Court. He is a member of the National Academy of Elder Law Attorneys and is a member of the New Jersey State Bar Association.

A. Gary Katz is a Wealth Preservation Specialist with Sagemark Consulting in Paramus, New Jersey. He specializes in helping retired individuals, owners of closely held businesses and other successful professionals reduce their current taxes, satisfy charitable desires, and efficiently transfer their assets to their children and grandchildren.

Mr. Katz began his career at Bankers Trust Company, first as a Pension Account Administrator, a Financial Analyst for employee benefits funds and a Pension Investment Consultant providing counsel in the development of investment policy, asset allocation and management selection.

Mr. Katz graduated with a BBA in Finance from the George Washington University.

Saul Simon is the owner of Simon Financial Group in Edison, New Jersey. As a CERTIFIED FINANCIAL PLANNER™ Practitioner for over 20 years, he specializes in working with individuals and business owners to develop strategic financial plans that help them reach their financial and family objectives.

A strong believer in financial education, Mr. Simon sponsors lectures on financial planning for corporations, adult education programs, and community organizations. He also hosts a TV show called "SIMONSAYS® Manage Your Money" and has appeared as a guest with CNBC, FOX Business, Steve Adubato, "Caucus, New Jersey", and One on One.

Mr. Simonis a graduate of William Patterson College, a CERTIFIED FINANCIAL PLANNER™ Practitioner and a board member of the Henry Kessler Foundation.