Bimonthly Meeting | March 2020

  • Wed, March 18, 2020
  • 7:30 AM - 9:15 AM
  • Maggiano's Little Italy - 4999 Old Orchard Shopping Center, Skokie, IL 60077

Registration

  • Preregistration price is $30. At the door price is $36. Guests must be a potentials member and may attend at this rate one time. The referring member will receive a $10 Amazon gift card.
  • Guest rate: $30 in advance / $36 at the door. Guests must be a potentials member and may attend at this rate one time. The referring member will receive a $10 Amazon gift card.

Bimonthly Membership Meeting

Wednesday, March 18, 2020, 7:30 am - 9:15 am
Maggiano's Little Italy 
4999 Old Orchard Shopping Center
Skokie, IL 60077

  • Speaker: Todd Povlich - MPI
  • Topic: In What Situation Does a Discount Apply?
  • 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.
  • To receive MCLE credit, please supply your ARDC number
  • For CFP credit please provide your CFP ID
  • Meeting Rates:
    • Member Pre-registration: $30 ($36 at the door)
    • Guest: $30 ($36 at door).  Guests must be a potentials member and may attend at this rate one time.  The referring member will receive a $10 Amazon gift card. 
    • Non-members: $50

Meeting Description:

i.  A review of the famous "levels of value" chart
ii.  Where and why do discounts apply?
iii.  What market data can be used to support discounts?
iv. What types of interests are discountable? 

Speaker Biography:

Meeting Sponsor:


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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