National Speaker from the National Association of Estate Planning Councils

Date: Wednesday, May 4, 2011
Time: 8:00 AM - 12:30 PM
Location: Magleby's at the Courtyard Marriott in Provo
Speaker: Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM

 Colleagues,

You know that special feeling you've been getting recently, the feeling that something great was about to happen?  Well your intuition was correct; here is that great thing:

We are pleased to announce the national speaker and his topics for the May event of the Utah Valley Estate Planning Council:

The event will begin with breakfast at 8:00, followed by the presentation from 8:30-12:30.  Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM (none of these are made up) will be traveling to Utah for the sole purpose of addressing the Council on the following topics:

Business Continuation:  Buy-sell agreements, insurance and investments.

 

Due diligence in recommending the correct life insurance policy and in choosing one.

Premium Financing:  Sources and exit strategies for the large estate case.

Wealth transfer planning after TRA 2010.  Planning under the new tax law.

 

 

Here is his bio:

Mike is a financial representative with Northwestern Mutual Financial Network and part time professor at the University of North Florida. He has been appeared in several publications including National Underwriter, Money, Life Association News, Life Insurance Selling New York Times, USA Today, Chicago Tribune, Congressional Quarterly and Dow Jones News Wire. Mike is the current president of the National Association of Estate Planners & Councils, a past national director of the Society of Financial Service Professionals, past director of the Florida Association of Insurance and Financial Advisors, past president of the Jacksonville Association of Insurance and Financial Advisors, Northeast Florida Estate Planning Council, Jacksonville Chapter of the Society of Financial Service Professionals, and the Jacksonville and Buffalo Chapters of the General Agents and Managers Association. Mike attended Florida State University.

 

We should have CE approval for most if not all in attendance, and the content should be valuable enough even without the credit.

Breakfast will be catered by Maglebys, meaning even your significant other would be pleased to attend and not understand or care a whit about the fabulous presentation!

Cost is $49 for members of the Utah Valley and Salt Lake Estate Planning Councils, and $69 for non-members.  Of course, if anyone pays their member dues ($45) at this event they will be entitled to the member rate.  Don't forget that member dues include full access to Leimberg Information Systems, a tremendous resource for the most up-to-date information and analysis relevant to estate planning.

 

 

Cost

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