Unique Planning Ideas for 2024
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Timothy McFarland, J.D.
Vice President, Advanced Sales Resources, PartnersFinancial
Tim helps member firms execute sophisticated advanced wealth transfer plans by consulting with clients and centers of influence and discussing legal strategies. He also keeps members up to date on the life insurance industry at large. Tim has been an estate planning attorney for over 30 years and has over 20 years of experience in the life insurance industry designing creative, innovative and tax-efficient estate and insurance plans to meet clients’ complex needs and desires. He’s an accomplished public speaker and has spoken at numerous life insurance industry meetings in the U.S. and Canada. Before joining PartnersFinancial, Tim was a founding principal of ABM LLP, an advanced markets consulting firm. He was also associate counsel and assistant vice president with John Hancock Life Insurance Company for 10 years. At ABM and John Hancock, Tim provided estate and business planning consultation to life insurance professionals, attorneys, CPAs and other advisors. He’s consulted on cases for clients with estates ranging from a few million dollars to a billion dollars. Before entering the insurance industry, Tim was in private practice in Boston specializing in tax and estate planning. He earned his bachelor’s in economics from Cornell and his Juris Doctor from Syracuse University.
Eamon Walsh, is a nationally-recognized Financial Educator, Speaker and Insurance Advisor. He and his team show high-net-worth business owners, executives, and professionals how to preserve, protect and pass on their wealth using advanced insurance strategies, tools, and resources. They work in concert with his clients’ attorney, accountant and investment advisor to provide his high-net-worth clients’ a truly integrated and seamless wealth solution. Eamon also has a unique skillset with both foreign national and international clientele due to his expertise and access to products not available to the general public.
He is a graduate of Cornell University, where he played football on the Ivy League Championship team. He was also a member of the Irish National Basketball team.
Eamon and Christine have two children, Liam and Caroline. They are avid Philadelphia Eagles fans and they love to spend time with their children.
