Megan Gorman

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Megan Gorman

Managing Partner

Chequers Financial Management

Megan Gorman is the founder and managing partner of Chequers Financial Management, a female owned high net worth tax and financial planning firm in San Francisco, California.

Talks About
#taxes #retirement #estateplanning

Preferred Locations
#NorthAmerica

Speaking Engagements

Private Placement Life Insurance & Variable Annuities

Paid

THE ONLY ANNUAL GATHERING FOR PRIVATE PLACEMENT LIFE INSURANCE PROFESSIONALS Meet 200+ insurance carriers, financial/wealth advisors, producers, brokers, asset managers and investors in one place.

01-02 June 2022

Finance

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Megan Gorman

Managing Partner

Speaking Engagements

Private Placement Life Insurance & Variable Annuities