REGISTRATION FOR THIS EVENT IS CLOSED.

WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL.

BREAKFAST MEETING

WEDNESDAY, MARCH 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, MARCH 8, 5:00 p.m.

(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, MARCH 8)

Who Owns and Benefits from My Life Insurance Policy and Why Should I Care?

And Planning for the Financial Protection of Children and Young Adults

AL KINGAN

Sponsored by Leu & Peirce

Life Insurance provides substantial benefits to families, businesses and society.  But setting up the ownership or beneficiary of the arrangement improperly can create income, gift, estate, financial, or other problems.  This presentation will provide help on how to cure the common, and often overlooked, ownership obstacles, and proper beneficiary arrangements. In addition, this presentation will review estate planning options for parents and grandparents to plan for the protection of their children and grandchildren.  Many parents attempt to protect their children by purchasing life insurance and diligently saving.  Few parents, however, envision that mother and father may both predecease their child.  Grandparents, who sometimes love their grandchildren more than their own children, often desire to create a financial legacy for their grandchildren.  Without proper planning, a grandchild could become the owner of the life insurance policy or other financial account when the child is legally, but not emotionally mature enough to handle having access to a significant amount of wealth.  This presentation will help to prepare advisors to converse with clients who often would rather avoid the cost of having a trust drafted, but do not fully understand the potential implications of not preparing for the worst case scenario. Al Kingan has been with MassMutual for over 23 years. Before joining MassMutual, Al spent almost seven years in the Tax Department of Coopers & Lybrand (now PriceWaterhouseCoopers) in Springfield, Massachusetts.  Al obtained an LL.M from Boston University, and passed the Massachusetts CPA exam.  Al received his undergraduate degree from Waynesburg College and graduated from the University of Pittsburgh School of Law. Al is a frequent author in the MassMutual Advanced Underwriter and other company publications; he has written for industry publications by the American Association of Life Underwriters, and Estate Planning magazine and the Journal of the Society of Financial Service Professionals.

Continuing education credits are pending for this program.

Membership dues do not include meals.  Credit Cards are now accepted online at the website, www.epcnt.org

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 (www.epcnt.org)  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

Name: ________________________________________

 ____$25   ___$30 ____$15

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 2016-2017: Communities Foundation of Texas, FMV Opinions, Leu & Peirce, Lee Financial Corporation, North Dallas Bank & Trust, Pepkin & Associates, PlainsCapital Bank, Texas Bank & Trust and The Catholic Foundation. 

CLICK ”REGISTER NOW”  

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