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Guest Speaker: Timothy J. Belber JD, AEP® Principal, The Alchemia Group LLC

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Description: As we enter 2021 we are all hopeful for what it will bring. Come join a conversation with Tim Belber JD, AEP about six ways you can be there for your clients in 2021 no matter what it brings.

Introduction to Our Guest Speaker

Timothy J. Belber, JD, AEP

Tim focuses his practice on helping self-made families align the power of their financial assets with their long-term goals for flourishing as individuals and families across generations.

Tim has a business degree from The Wharton School and a JD from Seton Hall University. He also holds the Accredited Estate Planner (AEP ® ) designation.

Tim is a Dean for the Purposeful Planning Institute, holds the Charles E. Drimal Estate Planning Professorship Chair at The American College of Financial Services, and is the author of The Middle Way: Using Balance to Create Successful Generational Family Wealth Transition Plans.

Tim has been married to Donna for 41 years and together they have been friend and guardian to numerous dogs. Tim is an avid fisherman, photographer, cyclist, reader and traveler. He speaks passable Italian.

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