Michael Hartzman
Michael Hartzman is a Wall Street veteran who specializes in retirement planning, education, elder and estate planning, life insurance and long-term care. His extensive knowledge of these subjects is presented on his weekly podcast, “The Lebenthal Report,” a business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets. As co-host, Michael helps guide listeners through the complex world of investing, while breaking down today’s headlines and stories into easily understood concepts. A Certified Financial Planner, Michael is Partner and President of Lebenthal Financial Services, a full-service independent broker-dealer with an emphasis on financial and retirement planning. He is also President of Bristol Capital Corp. a full-service insurance agency specializing in life insurance, long-term care, fixed annuities, and employee benefits. Michael has taught a 12-week course at Long Island University, covering topics such as defined benefits, defined contribution plans, non-qualified plans, Social Security and prepares CFP candidates for the retirement portion of their exams. He has written various articles on retirement and estate planning, as well as the state of the market in publications such as 50+ Lifestyles and The Legal Brief. He is on the board of directors & executive committee of the Kenya Education Fund.
