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Private Placement Life Insurance & Variable Annuities Forum - PPLI (US)

Last chance to save!

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June 1-2, 2022
The Diplomat Beach ResortHollywood, Florida

Matt Barber
Partner, Wealth Advisor, Director of Signature Entrepreneur at Signature FD

Profile

Matt helps entrepreneurs and small business owners navigate their financial lives through a comprehensive wealth management approach that allows them to focus on what they do best – running their business. He specializes in working with business owners to develop a coordinated plan to taxes, develop a succession plan, and ensure appropriate asset protection. And, he provides personal financial design solutions that enable his clients to be intentional with their time, allowing them to make a bigger impact on the people and things most important to them.

Prior to joining SignatureFD, Matt spent five years as an associate at Homrich Berg, an Atlanta-based wealth management firm, where his responsibilities included assisting high-net-worth and family office clients in preparing customized, long-term financial plans to minimize taxes and ensure their goals were addressed.  He holds a Bachelor of Science in Financial Planning from the University of Georgia.

Matt is active in the local financial planning community and was the President of the Board of the Financial Planning Association of Georgia in 2017. He is also an active member of the University of Georgia Financial Planning Alumni Association as well as the CFA Society of Atlanta.

Agenda Sessions

  • RIA Panel – case studies on utilizing PPLI for clients: what works, what doesn’t, how it fits as part of a broader wealth management plan

    10:55am