Marc Bienenfeld, CPA Financial Advisor

You don’t want to miss this incredible event!!!

Excited to announce that our Director, Employer-Sponsored Retirement Plans, Shir McGettigan, will be speaking at the upcoming The Plan Sponsor University event at FAU on September 25th! Click below to register and join us for valuable insights on The Roles within a Retirement Plan, Misbehavin’ in Retirement Plans, & much more. Don't miss out! Registration link: http://bit.ly/3B0r6SM

Register for this great learning opportunity. Especially business owners and C-suite executives.

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The complex and evolving legal and regulatory landscape can be challenging for employers to navigate. The HUB Fort Lauderdale 2024 Compliance and Benefits Summits will tackle key topics such as Personalized Employee Programs, Secure 2.0 Retirement Plan Provisions, Navigating Artificial Intelligence and more. Join HUB experts for an in-depth discussion of the latest compliance updates and transparency rules, and their impact to your organization. Register now! https://www.eventbrite.com/e/hub-fort-lauderdale-2024-compliance-and-benefits-summit-tickets-980355338207?aff=FB

Excellent article by our very own Lauren Stamm. Thanks!!!

In recognition of National Life Insurance Awareness Day, we want to address the negative stigma regarding buying life insurance for your children. It forces parents to think about the possibility of benefiting financially if they experience such an unthinkable, unimaginable catastrophe in their family. Learn more from our Director of Insurance Planning, Lauren Stamm - bit.ly/44cTXwu

Worthwhile read

The case for combining term and perm Multiple policies can handle some of life's complexities.

Thanks to the best team!!!

It takes a village and we love working with ours! Thank you to our wonderful staff. We appreciate you each and every day!

Let’s celebrate Marc Bienenfeld's anniversary at BLS by sharing a few of our favorite things:
1️⃣His analytical perspective: As CFO, Marc’s background in accounting and corporate America gives him the unique ability to oversee the financial picture at BLS and also to help his clients create realistic budgets.
2️⃣His concept of teamwork: Marc believes, “two heads are better than one,” and understands the importance of utilizing the strengths of each team member to maximize results.
3️⃣His life outside of BLS: Marc loves spending time with his wife and children while they still think he is “cool.”
4️⃣His story: Marc loves to share how he became a BLS client 15 years ago when as a newlywed, he sat down with Jenna Bienenfeld and had “the talk” about life insurance and financial planning.

There is so much more to share. Learn more about Marc Bienenfeld and our whole team: https://bit.ly/3bZaNUr

Financial Advisor and CFO, Marc Bienenfeld, this afternoon at the JAFCO In My Shoes Luncheon.

Always happy to support our community!