Webinar watch time: 60 minutes




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Airdate: Friday, November 19th, 2021.

What will you learn?

In the next 10 years, over 80+ million downsizing homeowners in North America – mostly Baby Boomers – will redistribute more than $40 trillion in existing physical assets as part of inevitable succession planning. Downsizing is one of many life events that create risk. Learn how to plan and protect the value of your physical assets during natural life transitions after retirement.

This webinar offers over 10+ actionable takeaways to apply today, to protect your physical assets during life changing events like downsizing.

Meet the industry experts

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Tom Whalen

Director of Security

Red Five Security


About Tom Whalen:

Thomas Whalen serves as a Director of Security Consulting at Red Five. Mr. Whalen has more than 30 years of law enforcement, intelligence and military experience. Mr. Whalen possesses expertise in complex investigations, threat mitigation, intelligence collection and security operations.

In his role as a Director, Mr. Whalen consults on and manages projects related to individuals, executives, family offices, and enterprise level security concerns, cybersecurity needs, and threat mitigation solutions.

Before joining Red Five, Mr. Whalen served as a Supervisory Special Agent and Unit Chief with the Federal Bureau of Investigation (FBI) working transnational organized crime, counterterrorism and counterintelligence threats globally. Mr. Whalen was detailed for several years to the Central Intelligence Agency (CIA), handling counterintelligence, and counterterrorism threats as well as Weapons of Mass Destruction proliferation matters. Mr. Whalen has also acquired significant experience working closely with law enforcement and intelligence agencies throughout Europe, Africa, the Middle East, and parts of Asia.

During his time with the FBI, Mr. Whalen served as a Special Agent investigating transnational organized crime out of the San Diego Field Office, utilizing undercover and human intelligence operations, electronic and physical surveillance along with other advanced techniques. Mr. Whalen has successfully executed global investigations, resulting in the identification, arrest, prosecution, and dismantlement of criminal and terrorist organizations worldwide.

Recently, Mr. Whalen directed and led Operation Trojan Shield, one of the FBI’s largest and most successful international organized crime and drug investigations to date.

In addition to his law enforcement experience, Mr. Whalen was a United States Navy Officer and Naval Aviator, Carrier qualified Jet pilot, certified Mission Commander and Mishap Investigator. During the Gulf War, Mr. Whalen was assigned to Carrier Air Wing 8 aboard the USS Theodore Roosevelt (CVN-71), flying combat operations during Operation Desert Storm.

Mr. Whalen holds a B.S. in Economics from Chico State University and a M.A. in International Relations and Negotiations from the Naval Postgraduate School. Mr. Whalen possesses a Commercial Pilots License, is a certified Aviation Safety Officer with extensive experience in aviation safety operations and aircraft mishap investigations.

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Jim Henderson

Owner & CEO

William C. Huff


About Jim Henderson:

Jim Henderson, President/Owner – William C. Huff Companies, originally from Maine, has owned William C. Huff Companies since 1988.

William C. Huff has two locations located in Naples, Florida and Barrington, New Hampshire. The company specializes in complete logistics support for high and ultra-high net worth homeowners, builders, designers, architects and estate managers. With a wide range of services for local, national and international clients, the company also serves as an art shuttle, and specialized antique/heirloom handlers.

Today, Jim is an advocate for solar energy and owns the largest solar powered building in Collier County, Florida. Jim recently launched JLH Sustainable Housing, LLC with a goal to construct a home made from mostly recycled materials that would be able to run 100 percent on solar power. His new company recently completed construction of the first sustainable and attainable solar home located in Naples. JLH Sustainable Housing’s goal is to offer homes for sale that are not only affordable to buy but, will be affordable to own, with less overall cost than other conventional homes.

Jim is very active in the community and is a Friends of Foster Children Forever board member. His passion for the environment as well as his respect for his community and employees, drives him to make a positive impact in the community.

Jim and his wife Nan have two children. He and his wife maintain residences in both Naples and Wolfeboro, New Hampshire.