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Private Placement Life Insurance & Variable Annuities Forum - PPLI (US)
Date and Venue TBC

Megan Gorman
Founder & Managing Partner at Chequers Financial Management


Megan Gorman is the founder and managing partner of Chequers Financial Management, a female owned high net worth tax and financial planning firm in San Francisco, California. Megan's clientele ranges from entrepreneurs to corporate executives to inherited family wealth. An attorney by training, she is passionate about the problem-solving required to work in the world of complex financial planning.

Megan spent the first part of her career as a Vice-President at Ayco, A Goldman Sachs Company and BNY Mellon Wealth Management. She has a B.A. in History from Bryn Mawr College and a JD from Rutgers School of Law.

She is a Senior Contributor at Forbes and writes on personal finance and income tax. She is frequently quoted across prominent financial media outlets, including The Wall Street Journal, The Washington Post, CNBC and US News.

Megan also speaks on topics including taxes, retirement and estate planning. Her recent engagements include Schwab Impact, Tory Burch Foundation, Chief and Better Place Forests.

She can be heard weekly on the panel of the Money Tree Investing Podcast discussing trending topics in the investment world. She is also appearing regularly on’s Celebrity Estates: Wills of the Rich and Famous Podcast where recent episodes include discussions on the estate plans of Tom Petty, Prince and Luke Perry.

Megan is currently serving on the Rutgers Law School Alumni Board and on the Board of Trustees for the National Endowment for Financial Education (NEFE). She is an adjunct professor of law at Golden Gate School of Law.

Agenda Sessions

  • Choose a roundtable discussion:

  • Gen X Women & Longevity