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DTSTART:20141106T180000Z
DTEND:20141106T193000Z
LOCATION:Bent Tree Country Club
UID:1049920141106T180000ZPlanning Strategies for the Modern Family
DTSTAMP:20260423T180721Z
DESCRIPTION:\n \n \nJOINT MEETING WITH DALLAS ESTATE PLANNING COUNCIL\n \nNOON MEETING\n \nTHURSDAY, NOVEMBER 6, 2014\n \n(Lunch served Noon-12:30; Program 12:30-1:30 pm)\n \nBENT TREE COUNTRY CLUB\n \n5201 Westgrove Drive, Dallas, TX  75248 (972-931-7326)\n \nFOLLOW DIRECTIONS BELOW:\n \nTollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive\n \nTollway North: Exit Keller Springs/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive\n \n \n \nRESERVATION DEADLINE: THURSDAY, OCTOBER 30 (PAYMENT MUST BE RECEIVED IN COUNCIL’S OFFICE)\n \nJAMES ALLEN, JR.\n \n PLANNING FOR THE MODERN FAMILY\n \nSponsored by Parkland Foundation\n \nThis presentation discusses the myriad of estate planning issues faced by today’s modern family. These issues include: a second marriage where the new spouse is the same age as the children from the prior marriage, a noncitizen spouse and a same sex couple with an adopted child. The presentation discusses a wide range of estate and insurance-based planning strategies that would benefit these clients.  As Director of MetLife’s Advanced Sales Center, Jim Allen oversees and is responsible for a team of attorneys and other credentialed professionals who provide advanced markets support for MetLife’s Independent Distribution. Jim has 25 years of experience in the financial services industry as an insurance agent, registered securities representative, fee-only financial planner and as an advanced markets consultant. Prior to joining MetLife in 2001, Allen spent 10 years with Pacific Life, where he was Director of Business & Charitable Planning in their advanced markets department. He earned his bachelor’s degree in Business Communications from California State University at Fullerton and his master’s degree in Financial Services from The American College. Allen writes and speaks frequently on a wide variety of advanced markets topics. He has been a featured speaker at numerous national and regional broker/dealer and industry association meetings, and is a three-time author award recipient from the Society of Financial Service Professionals, as well as a co-author of the book, The Tools & Techniques of Charitable Giving. His articles have been featured in many industry publications, including the Journal of the Society of Financial Service Professionals, National Underwriter, AALU Quarterly, Journal of Deferred Compensation and California Broker.\n \n \n \nThere is continuing ed credit pending for this presentation.\n \nMembership 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 10 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.\n \n \n \nMember: $37 (includes meal); Guest: $60 (includes meal); Program Only (no meal): $25\n \n \n \nName: ________________________________________ \n \n    ____$37    ___$60 ____$25\n \nE-Mail: ______________________________________\n \nPhone Number: _________________________________\n \n \n \nName: ________________________________________\n \n     ____$37 __$60  ____$25\n \nE-Mail: ______________________________________\n \nPhone Number: _________________________________\n \n \n
SUMMARY:Planning Strategies for the Modern Family - Estate Planning Council of North Texas 
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