Bimonthly Meeting | May 2017

  • Wed, May 17, 2017
  • 7:30 AM - 9:15 AM
  • Highland Park Country Club | Highland Park IL

Registration

  • Preregistration price is $25. At the door price is $30.

Registration is closed

Bimonthly Membership Meeting

Wednesday, May 17, 2017, 7:30 am - 9:15 am
Highland Park Country Club
1201 Park Avenue, Highland Park, IL, 60035 | map
(847) 433-4000

  • Speakers: Leigh Harter, CFP, ChFC, TEP, Managing Director, NFP Insurance Solutions
  • Topic: Insurance as an Estate Planning Tool
  • Doors open at 7:30 A.M. for a buffet breakfast and networking.
  • Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
  • Members - To receive MCLE credit, please supply your ARDC number
  • Members - For CFP credit please provide your CFP ID

Meeting Sponsor:


Overview of Presentation:

A case study presentation sharing techniques recently used to integrate insurance with estate planning for traditional and non-traditional families. Three case studies will be reviewed with time for questions. In light of the current estate tax environment the analysis required to address the need for less insurance coverage will be discussed in detail.

Speaker Bios:

Leigh is the Managing Director of NFP Insurance. . She has over 20 years of experience and a distinctive track record of wealth transfer and insurance expertise that includes all aspects of high-net-worth life insurance ranging from advanced underwriting and life settlement negotiation to portfolio analysis and case design.


GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL
1018 W. Madison, Ste. 9, Chicago, IL 60607 | Tel. 708.338.0760 | Email:  gnsefpc@navandassoc.com
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