Lance Wallach, CLU, ChFC, CIMC National Society of Accountants Speaker of the Year 2005 EDUCATION • Baruch College (CUNY), Baruch College Graduate School • The American College – Chartered Financial Consultant (ChFC) • The American College – Chartered Life Underwriter (CLU) • The Institute for Investment Management Consultants – Certified Investment Management Consultant (CIMC) GUEST LECTURER FOR • Baruch College (Taxes on Tuesdays), Long Island University, C.W. Post Graduate School of Accountancy. • Speaks at more than 70 conventions yearly, including the annual national conventions of the American Association of Attorney Certified Public Accountants, National Society of Accountants, National Network of Estate Planning Attorneys, National Association of Tax Practitioners, National Association of Enrolled Agents, National Association of Health Underwriters, American Society of Pension Actuaries, Employee Benefits Expo, Health Insurance Underwriters, NAPFA, NAIFA, FPA, NABA, ALPFA, various state CPA societies, Tax Institutes, as well as at medical and insurance conventions, before CLU Societies, CPA/Law Forums throughout the United States, and at Estate Planning seminars Lance Wallach is a frequent and popular speaker on retirement plans, financial and estate planning, reducing health insurance costs, and tax-oriented strategies at accounting and financial planning conventions. He has authored numerous books including “Tax Planning and Asset Protection Using VEBAs”, by Bisk TotalTape and The Team Approach to Tax, Financial and Estate Planning”, by the AICPA. His newest book “Wealth Preservation Planning” was just published by the National Society of Accountants. Mr. Wallach writes for over fifty publications including AICPA Planner, Accounting Today, CPA Journal, National Public Accountant, Enrolled Agents Journal, Financial Planning, Registered Representative, Tax Practitioners Journal, Connecticut Law Tribune, Barrister, CPA/Law Forum, Employee Benefit News, Health Underwriter, Advisor and the American Medical Association News. Mr. Wallach teaches accountants how to increase their clientele. Mr. Wallach is listed in Who’s Who in Finance and Industry and has been featured on television and radio financial talk shows.