Patrick MaguireManaging Partner at Greenberg & Rapp Financial Group, Inc.Speaker
Profile
Patrick joined Eagle Rock, a Greenberg and Rapp Company in 2004 after working as a systems analyst in the defense industry. Spending a majority of his career in the financial services industry has given Patrick a broad knowledge of insurance and investment products and their uses in both up and down markets. A noted authority on topics such as annuities and life insurance, Patrick has given numerous talks and presentations on such topics as estate planning techniques, charitable giving strategies, and wealth transfer for businesses. He is active in charities both in New Jersey and his native upstate New York. He has sat on the Otsego County Youth Board, is a committee member of the Madison Co-op Nursery School and is an avid supporter of Opportunities for Otsego, the Bassett Hospital Network, CARE animal rescue and the OHS alumni association. Patrick lives in Madison, New Jersey with his wife Elizabeth and their son Keegan. In his free time, Patrick enjoys reading, spending time with his family and watching sports.
Agenda Sessions
PPLI 101 – what, how and the rules
, 2:00pmView Session