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Preparing Your Pension

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Preparing Your Pension

This week David takes on the explosive topic of pensions. What to do with yours, how to get one, and why you should have one.

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About David Hollander:

For over twelve years, David Hollander has addressed thousands of persons on the subjects of increasing income, lowering taxation, preserving principal and maximizing assets. An elder law attorney and highly qualified financial adviser, Mr. Hollander is considered one of the leading experts in advising Californians on ways to protect their assets. Mr. Hollander is President and CEO of the Liberty Group, LLC, a registered broker/dealer and investment adviser and member of FINRA and SIPC. Mr. Hollander uses his comprehensive knowledge to help retirees avoid common and sometimes irreversible financial mistakes.

Mr. Hollander obtained his bachelor's degree from the University of California, Berkeley. He obtained his Juris Doctorate from the University of San Diego, School of Law in 1993. While practicing as an attorney, Mr. Hollander worked for Smith Barney and then Merrill Lynch as a financial adviser. It was during this time that he created the idea of Liberty Group. Since that time Mr. Hollander has been involved in multiple pieces of legislation that affect retirees. He was the author of Assembly Bill 412 (Chan), a bill relating to insurance consumer protection.

Mr. Hollander has been a featured speaker and panelist for the California Partnership for Long Term Care. Mr. Hollander was a member of the Eight Hour Annuity subcommittee for the Curriculum Board for the CA Department of Insurance. Mr. Hollander was the lead attorney in CASEP vs. CA Dept of Health Services, an action started to stop the State from recovering against retirement accounts pursuant to emergency regulation R-22-02E.

Mr. Hollander is an active member of the State Bar of California. He is the founder and past President of the California Association of Senior Estate Planners, www.casep.org. CASEP was a non-profit trade association created to educate those who advise retirees about compliance issues. Mr. Hollander is also a member of the National Academy of Elder Law Attorneys, www.naela.com.

Mr. Hollander believes in providing a superior level of advice, using honesty, integrity and knowledge as the basis for our client's success. Liberty Group fulfills this vision by offering a broad range of customized services tailored to the specific needs of each of our individual clients.