Mark McLennon

Mark McLennon

JD, PFS/CPA, CFP®, CLU®, ChFC®, FLMI

Mark McLennon, Adjunct Professor of Business Planning

Adjunct Professor of Business Planning

Areas of Expertise:

Business Planning, Estate Planning, Executive Compensation, Financial Planning, Life Insurance Planning, Retirement Planning, Wealth Management

BSA, Marquette University
JD, Northern Illinois University College of Law

About

Mark McLennon is Adjunct Professor of Business Planning at the American College of Financial Services, teaching in the CLU®, MSFS, and AEP® programs. McLennon has worked with the business, financial, and estate planning concerns of entrepreneurs, key employees, and other professionals as a financial services company executive, consultant in the tax division of Arthur Andersen & Co., and attorney in the estate-planning group of a large Milwaukee law firm. He has over 30 years of experience at two major financial services firms focused on financial planning, insurance, trust services, and wealth management – including time spent working directly with advisors and client counsel as an advanced planning attorney.

McLennon recently left the Fortune 100 corporate world, retiring from a strategic executive role that included responsibility for overall growth in the firm’s investment advisory and trust businesses, as well as oversight of the fee-based financial planning program, personal trust administration, and wealth management marketing and training efforts. He played a key role in numerous enterprise-level initiatives, including the development of estate life products, trust services, financial planning, and private client services programs, as well as early and ongoing transformative efforts to accelerate the move of financial services professionals towards becoming their clients’ most trusted advisors.

McLennon was a regular speaker and emcee at company field and client meetings, as well as at national industry and professional advisor gatherings. He served as host for the “Ask the Financial Expert” national public podcast, along with his company’s chief investment officer and economic strategist. He has been published in Estate Planning magazine and has written comprehensive special studies on both irrevocable trusts and flow-through entities that have been widely-used by advisors and centers of influence across the country.

Courses

HS 331 Planning for the Business Owner and Professional

GS 838 Business Succession Planning