About

Organizations

Certified Financial Planner Board of Standards, Inc (CFP Board)

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: Education, Examination, Experience and Ethics.

Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.

Worth Leading Advisors

Magnus Financial Group LLC is featured in the Worth Leading Advisors Wealth Management section of Worth magazine and on Worth.com. As a trusted resource for high net worth individuals, Worth has long been dedicated to helping readers build, invest and share their wealth wisely. In Leading Advisors, Worth offers informed guidance from a select group of vetted advisors with substantial expertise. For answers to wealth management, tax and accounting questions, Worth features contributions from 12 leading firms. For more information about Worth Leading Advisors, visit http://www.worth.com/advisors/

The National Association of Estate Planners & Councils

The National Association of Estate Planners & Councils was formed in 1962 and incorporated in 1963 as a non-profit business league by 13 estate planning leaders from nine councils. The association’s core belief is that the team concept of estate planning best serves the client. Each program, benefit and service is developed with this single value in mind.

The NAEPC boasts over 260-member estate planning councils and provides services to their estimated 29,0000 individual members. In addition, the association has nearly 1,800 active Accredited Estate Planner® designees with representation in nearly every state of the country. Professional are typically within the accounting, insurance, legal, trust services or financial planning fields, all with a focus on estate planning.

All individuals obtaining the AEP designation must demonstrate a continued commitment to the team approach to estate planning and adhere to a strict code of ethics.

Forbes Finance Council

Forbes Finance Council is an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms.

Forbes Finance Council members are hand-selected, to become part of a curated network of successful peers and get access to a variety of exclusive benefits and resources, including the opportunity to submit thought leadership articles and short tips on industry-related topics for publishing on Forbes.com.

Forbes Councils combines an innovative, high-touch approach to community management perfected by the team behind Young Entrepreneur Council (YEC) with the extensive resources and global reach of Forbes. As a result, Forbes Council members get access to the people, benefits and expertise they need to grow their businesses — and a dedicated member concierge who acts as an extension of their own team, providing personalized one-on-one support.

For more information about Forbes Finance Council, visit https://forbesfinancecouncil.com/

Estate Planning Council of New York City, Inc.

The Estate Planning Council of New York City is an interdisciplinary organization for professionals involved in estate planning. Since its inception in 1959, the Council's primary objective has been to provide a better understanding of the services performed by attorneys, life underwriters, trust officers, accountants, and others substantially involved in estate planning and to promote cooperation among them.

Our meetings provide a medium for discussion of various, up-to-date estate planning topics of common interest. In addition to the excellent educational information and technical content, our meetings afford our members the opportunity to network, meet old friends and make new ones within the greater New York City professional community.

POSITIVE COACHING ALLIANCE - NEW YORK CITY (PCA - NYC)

Positive Coaching Alliance (PCA) develops BETTER ATHLETES, BETTER PEOPLE through resources for youth and high school sports coaches, parents, administrators and student-athletes. In addition to nearly 1,500 free multimedia tips and tools at www.PCADevZone.org, PCA has partnered with roughly 3,500 schools and youth sports organizations nationwide to deliver more than 20,000 live group workshops, along with online courses and books by PCA Founder Jim Thompson that help those involved in youth and high school sports create a positive, character-building youth sports culture.

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Michael S. Schwartz is primarily licensed in New York and may be licensed in other states. AR License # 444300, CA License # 0H02771

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Advisor is featured in Worth® 2018 Leading Wealth Advisors™, a special section in every edition of Worth® magazine. All persons and firms appearing in this section have completed questionnaires, have been vetted by an advisory group following submission by Worth®, and thereafter paid the standard fees to Worth® to be featured in this section. The information contained herein is for informational purposes, and although the list of advisors presented in this section is drawn from sources believed to be reliable and independently reviewed, the accuracy or completeness of this information is not guaranteed. No person or firm listed in this section should be construed as an endorsement by Worth®, and Worth® will not be responsible for the performance, acts or omissions of any such advisor. It should not be assumed that the past performance of any advisors featured in this special section will equal or be an indicator of future performance. Worth®, a publication of the Worth Group LLC, is a financial publisher and does not recommend or endorse investment, legal or tax advisors, investment strategies or particular investments. Those seeking specific investment advice should consider a qualified and licensed investment professional. Worth® is a registered trademark of the Worth Group LLC.

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