Newton Knowledge

Join Newton One Advisors (Mark Singer and Steve Target) and Michael Gordon, Trusts and Estate Planning Attorney and Director at Gordon, Fournaris & Mammarella, for an insightful discussion on trust modernization. Discover the compelling reasons for considering trust updates and explore the common changes observed in this evolving landscape.

Join Newton One Advisors (Mark Singer and Steve Target) and Jennifer Smith, Trusts and Estate Planning Attorney and Partner at McCollom, D'Emilio, Smith, Uebler, as they discuss strategic planning of irrevocable trust structuring. Discover how proactive and deliberate preparation safeguards assets from potential claims during divorce proceedings.

Join Newton One Advisors (Steve Target and Mark Singer) and their internal support team, Amy Mister, Director of Underwriting, and Brittany Vavala, Lead Client Specialist, as they discuss the art and science behind underwriting and the importance of policy reviews. 

Join Newton One Advisors (Mark Singer and Stephen Target) and Michael Francisco, Vice President of Investments at SSG Executive Advisory Group of Raymond James, and Colin Devlin, Partner and Business/Estate Planning Attorney at Lex Nova Law as they share insights on pre and post planning considerations for selling a privately held business. Discover how proactive planning can optimize the transaction outcome and secure funds for effective estate planning and future business endeavors. Remember, business planning is an ongoing journey where the focus evolves but the strategic vision remains constant.

Join Newton One Advisors (Mark Singer and Steve Target) and Tami Barraclough and Courtney Russell, M Financials’ Executive Disability Insurance Directors, as they discuss the group disability insurance marketplace and how Executive Disability Insurance Programs compliment current benefit portfolios in a turnkey manner. Tune in to find out what is actually protected under employer sponsored plans, what’s at risk and what contractual features are becoming noticeably concerning from a holistic financial wellness planning standpoint. With top talent being an organization’s most valuable asset; recruitment, rewarding and retention has never been more valuable.

Join Newton One Advisors (Mark Singer and Stephen Target) and Kyle Davis, Sr. Director and Actuary with The M Financial Group, as they dive into pricing of life insurance policies, options for guarantees and factors to consider when structuring and placing a policy.  

Join Newton One Advisors (Mark Singer and Stephen Target) and Brendan Flatow, Managing Partner at Evergreen Settlements, for a discussion on life settlements. Gain valuable insights into the nature of the business and what the future holds for this ever-growing marketplace.

Join Newton One Advisors (Mark Singer and Stephen Target) as they delve into the importance of Trust situs. They'll be discussing an article co-written by Bradley Terebelo, Partner at Heckscher, Teillon, Terrill & Sager, P.C.

Join Newton One Advisors (Mark Singer and Stephen Target) and Coach Ted Rath, Vice President of Player Performance for the Philadelphia Eagles, as they discuss motivating high achievers, fostering positive culture and drawing parallels between successful sports franchises and businesses.

Join Newton One Advisors (Mark Singer and Stephen Target) as they reconnect with Colin Devlin, Partner at Lex Nova Law, to discuss the implications of the Supreme Court Ruling in Connelly V. United States on buy sell planning and estate planning valuations.