Tools & Techniques of Insurance Planning and Risk Management, 5th edition

The late Stephan R. Leimberg was CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, CEO of LISI, Leimberg Information Services, Inc., an email newsletter service, and President of Leimberg Associates, Inc., a publishing and software company. He was an Adjunct Professor in the Masters of Taxation Program of Villanova University School of Law and former adjunct at Temple University School of Law. He holds a B.A. from Temple University, and a J.D. from Temple University School of Law. Leimberg was the Editor of the American Society of Financial Service Professionals audio publication, Keeping Current.

Leimberg was the author or co-author of numerous books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg was the creator and principal author of the entire nine-book Tools & Techniques series, including The Tools & Techniques of Estate Planning, The Tools & Techniques of Financial Planning, The Tools & Techniques of Employee Benefit and Retirement Planning, The Tools & Techniques of Life Insurance Planning, The Tools & Techniques of Charitable Planning, The Tools & Techniques of Investment Planning, The Tools & Techniques of Risk Management, The Tools & Techniques of Practice Management, and The Tools & Techniques of Retirement Income Planning. Leimberg was co-author of Tax Planning with Life Insurance with noted attorney Howard Zaritsky, The Book of Trusts with attorneys Charles K. Plotnick and Daniel Evans, and How to Settle an Estate with Charles K. Plotnick. He was also a contributing author of the American Bar Association’s The Lawyer’s Guide to Retirement.

Leimberg was co-creator of many software packages for the financial services professional, including Estate and Financial Planning NumberCruncher (estate planning), DeCoupleCruncher (estate planning), Financial Analyzer II (financial calculations), Estate Planning Quickview (Estate Planning Flow Charts), Life Settlement NumberCruncher (life settlement buy-hold analysis), Planning Ahead for a Secure Retirement (PowerPoint Client Seminar) and Toward a Zero Estate Tax (PowerPoint Client Estate Planning Seminar).

A nationally known speaker, Professor Leimberg addressed the Miami Tax Institute, the NYU Tax Institute, the Federal Tax Bar, the Notre Dame Law School and Duke University Law School’s Estate Planning Conference, the National Association of Estate Planners and Councils, the AICPA’s National Estate Planning Forum, the ABA Section on Taxation, and The Annual Meeting of the American Society of Financial Service Professionals. Leimberg also spoke to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

Leimberg was awarded the Excellence in Writing Award of the American Bar Association’s Probate and Property Section. He was honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He was also a recipient of the President’s Cup of the Philadelphia Life Underwriters, a two-time Boris Todorovitch Lecturer, and the First Ben Feldman Lecturer.

Leimberg was named Edward N. Polisher Lecturer of the Dickinson School of Law and 2004 recipient of the National Association of Estate Planners and Councils Distinguished Accredited Estate Planner award.

Leimberg’s LISI email newsletter/data base at www.leimbergservices.com is used daily by thousands of estate, financial, employee benefit, charitable, and retirement planning practitioners.

Kenneth W. Price, CFP®, CFA, ChFC®, CLU®, AEP® is a financial Advisor with Per Stirling, one of the largest, comprehensive wealth management firms in central Texas. He also serves as Lead Instructor for The University of Texas at Austin Financial Planning Certificate Program, a program registered with the CFP Board to provide the education requirements for CFP® candidates.

Kenneth has been providing wealth planning and wealth management services for over eighteen years, helping individuals, families, and business owners to realize their financial aspirations. He is a graduate of the University of Texas at Austin with a Bachelor of Science in Electrical Engineering. While pursuing his engineering degree, he took “Personal Family Finance”—an elective course—and found his passion in financial planning. Kenneth’s experience includes working for the Consumer Credit Counseling Service where he equipped individuals and families with debt elimination strategies, helped them create budgets, and advised them on various resources for meeting immediate needs. In addition, he has trained and supervised more than fifteen employees, including financial advisors and sales assistants. His areas of specialization include retirement planning, investment planning, risk management, and estate planning. He is particularly focused on using education to help clients develop a high level of confidence and security in all areas of their financial affairs.

Kenneth is a past President and board member of the Financial Planning Association of Austin where he is currently an active member. He is a member of the CFA Institute, as well as the National Association of Personal Financial Advisors (NAPFA), where he serves on the Practice Foundation Committee. He is also a Board Member of the Estate Planning Council of Central Texas.