Issues for Property/Casualty Insurance
REGISTRATION IS CLOSED FOR THIS EVENT.
WALK INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL. THERE ARE 5 MEALS AT THE DOOR.
WEDNESDAY, NOVEMBER 15, 2017
(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)
NOTE: MEETING LOCATION
GLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)
RESERVATION DEADLINE: WEDNESDAY, NOVEMBER 8, 5:00 p.m.
(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, NOVEMBER 8)
ISSUES FOR PROPERTY/CASUALY INSURANCE
Sponsored by Communities Foundation of Texas and Lee Financial Corporation
This presentation is designed to be a guide to personal risk management for high-net-worth individuals and their advisors. If your clients are like most high-net-worth individuals nowadays, they are underinsured, over paying, over-targeted in litigation, and dangerously exposed to risks that can profoundly jeopardize their lifestyle and rob them and their family of what they've worked so hard to achieve. Specific “Red Flags” will be discussed so that you can advise your HNW clients to seek the help of a Personal Risk Management professional for solutions to their unique risk management exposures. Having the “insurance” talk is sometimes very difficult for advisors. This presentation will help give you the tools to have a productive conversation with your client. Cliff Layfield, with Signature Select LLC, has over 30 years in the insurance/risk management space with carriers and brokers. He has been successful in developing a large network of wealth advisors, CPA's, Estate Planning Attorneys and Financial Planners. He has developed a skillset that allows for solution oriented success in dealing with High Net Worth families across the country. He has worked with several of the wealthiest families in the country in developing a successful full personal risk management plan. Many times this is done in concert with the other trusted advisors of the family. Creative solutions to complex problems are a standard that he brings to the table with every Personal Risk Management Review.
Continuing education credits are pending for this program.
Membership dues do not include meals. Credit Cards are now accepted online at the website - scroll to the bottom of the page.
To mail a check, please complete this form, enclose a check (payable to Estate Planning Council of North Texas) and mail to: Estate Planning Council of North Texas, P. O. Box 38553, Dallas, TX 75238-8553. THERE WLL BE 5 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”. Members who have already paid in advance for all meetings for the year MUST REGISTER ON THE WEBSITE BELOW so we will have a count for the number of meals to prepare.
Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15
____$25 ___$30 ____$15
Phone Number: _________________________________
NOTE: WALK-IN PRICES ON DATE OF MEETING: Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20
We would like to thank the following Sponsors for their support for 2017-2018: Armor Wealth Management, Communities Foundation of Texas, Dallas Foundation, Leu & Peirce, Lee Financial Corporation, Lindquist Eisenberg LLP, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Stout., Texas Bank & Trust and The Catholic Foundation
Click on the Registration below. Complete the contact information
- Payment Method: click “Credit Card or PayPal”
- REMEMBER TO FINALIZE PAYMENT THRU PAYPAL – YOU MUST COMPLETE THE STEPS BELOW FOR PAYMENT
- Click “Pay Now”
- “Pay with Debit or Credit Card”
- “PayPal Guest Checkout”
- “Pay Now”
- PLEASE NOTE: YOU WILL RECEIVE A RECEIPT IMMEDIATELY FOLLOWING THE TRANSACTION – PLEASE PRINT FOR YOUR RECORDS
SPECIAL MEAL REQUESTS ARE NOT AVAILABLE FOR THIS MEETING