Irving Katz, MSFS, CHFC, CLU, REBC

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Succession Planning

Irving Katz is an Author, Business Coach & Financial Advisor. Irving received his MBA in Finance & Marketing from The Kelly School of Business at Indiana University and The MSFS (Masters of Science in Financial Services) from The American College in Bryn Mawr, Pa. Irving is a Registered Investment Advisor, Chartered Life Underwriter and a Chartered Financial Consultant.

Irving has been a Family Business Coach and Financial Advisor for the last 36 years. Over these years, his business-owner clients have retained Irving for his coaching skills and his ability to understand and Resolve their Succession, Exit and Transition (SETTM) Planning issues. To implement the best planning for each client, Irving Practices advisor collaboration. He teams with the clients Accountants, Attorneys, and other key advisors and consultants. This process insures everyone is on the client’s page, to do their best work.

Irving specializes in Cash Flow Management, Profitability, SET Planning TM, Asset Protection, Retirement Planning and Estate planning for his clients. Most recently, Irving has taught Retirement Planning Workshops for Clients & their advisors. Irving has also spoken before national trade association groups and conferences. He brings a diverse skill set and a passion for excellence to his role at Laura Bella International and The Virtual Family Office.