BREAKFAST MEETING

WEDNESDAY, DECEMBER 16, 2015

(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, DECEMBER 9

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, DECEMBER 9)

PAIRING PLANNING WITH POLICIES: SORTING THROUGH THE AVAILABLE LIFE INSURANCE OPTIONS TO FIND THE ONE BEST SUITED TO THE PROPOSED PLAN

KRISTIN BULAT

Sponsored by Lee Financial Corporation

While no estate plan is one size fits all, there are commonalities between clients that lead us to suggest one strategy over another.  And just as we pick the plan that works best with the client’s circumstances, there are life insurance policies that are better suited to a plan than others.  This presentation will sort through the wide spectrum of life insurance options to help identify the one that’s the best fit for the proposed planning technique. Kristin Bulat is a Tax Attorney with a J.D. and an L.LM. in Taxation.  Kristin is currently Senior Vice President of Strategic Resources for NFP and PartnersFinancial.  Kristin also heads up the Advanced Sales Department.  Prior to joining NFP, Kristin worked as Associate Counsel for John Hancock Life Insurance Company where she developed a reputation as an industry leader in her field.  She began her career as a tax and estate planning attorney in Boston, Massachusetts.  Throughout her career, Kristin has been responsible for implementing complicated tax plans for individuals while guiding business development.  Kristin is a sought-after speaker within her industry and travels regularly in that capacity.  Kristin is a member of the PartnersFinancial Board and serves on the Women’s Development and Legislative Committees for AALU.

Continuing education credits are pending for this program.

Membership dues do not include meals.  Credit Cards are not accepted. 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 (you can send an e-mail to northtexasepc@yahoo.com) so we will have a count for the number of meals to prepare and number of outlines to print.

Member: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15

Name: ________________________________________ 

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E-Mail: ______________________________________

Phone Number: _________________________________

Name: ________________________________________

____$25   __$30  ____$15

E-Mail: ______________________________________

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 2015-2016: Leu & Peirce, Lee Financial Corporation, North Dallas Bank & Trust, Pepkin & Associates, The Catholic Foundation and Texas Financial Partners (HealyPartners).

Would your organization like to sponsor a meeting:  Sponsor for Meeting ($500 for 1 meeting):  Sponsorship for a meeting includes organization name on meeting notices, easel signage (sponsors provide signage) at the meeting, promotional brochures at meeting, a very brief (one minute) introduction to their organization at the beginning of the meeting and one complimentary breakfast at the meeting.  NOTE:  Each meeting can have more than one sponsor (conflicts will be eliminated by Council).