Senior Vice President, Strategic Planning
Ron Roth's experience includes 30 years in the financial services industry advising affluent clients and closely-held businesses. His primary focus is long-term planning with a special emphasis on risk management and tax efficiency.
Currently, he is Senior Vice President, Strategic Planning at the National Network of Accountants. For the past 20 years, Ron has been an independent consultant at Silver Rock Partners, which he founded.
Throughout his career, Ron has worked in many parts of the financial services industry, including corporate management at AXA Financial. In 2008, he authored Invest in Your Life: Why Wall Street Wants You. This was the first book to explore the life settlement and secondary market for life insurance policies; it taught high-net-worth individuals the best ways to profit in this growing market. Ron is a regular contributor to several nationally-recognized industry publications, including The CPA Journal, The National Underwriter, and The Journal of Accountancy.
About National Network of Accountants
The National Network of Accountants (NNA) is please to work with Connecticut's Captive Insurance Unit to launch a new 5-part educational program, Re-Imagining Insurance: Captive Insurance Companies in the State of Connecticut.
Joseph Tucciarone, founder of NNA, talks about what participants can except from this program HERE.
This program is designed to educate accountants to help their clients with their insurance risk management programs, with an emphasis on captive insurance options. We hope you will join us.
The National Network of Accountants (NNA) is a unique organization that services the accounting industry. The NNA is not an investment company or an insurance company. NNA seeks to provide accountants and their firms with a full package of solutions that is much more than simply working with accountants to get them licensed to sell products. Developed by a CPA and CFP, it is the goal of the NNA to assist each accountant and firm in developing a professional financial planning profit center, which will positively impact each firm's bottom line. Whether the firm is a single individual or firm with 100-plus professionals, the National Network of Accountants offers the services needed to succeed. The NNA believes that providing financial planning services is a professional endeavor and much more than simply selling a product.
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