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BEGIN:VEVENT
DTSTART:20180418T123000Z
DTEND:20180418T140000Z
LOCATION:Gleneagles Country Club
UID:1469120180418T123000ZLife Settlements/Valuations
DTSTAMP:20260423T182713Z
DESCRIPTION:\nREGISTRATION FOR THIS EVENT IS CLOSED. \n \nWALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL\n \n \n \nBREAKFAST MEETING\n \nWEDNESDAY, APRIL 18, 2018\n \n(Breakfast served 7:30-8:00 a.m., Program 8:00-9:00)\n \nNOTE:  MEETING LOCATION\n \nGLENEAGLES COUNTRY CLUB (5401 West Park Blvd., Plano)\n \nRESERVATION DEADLINE:  WEDNESDAY, APRIL 11, 5:00 p.m.\n \n(PAYMENT MUST BE IN COUNCIL’S OFFICE BY WEDNESDAY, APRIL 11)\n \n \n \nAdvanced Planning Applications For\n \nMarket-Based Life Insurance Valuations\n \nJamie Mendelsohn\n \nSponsored by Catholic Foundation\n \n \n \nIncreasing longevity and other disruptive factors are changing the face of life insurance valuation. Fiduciaries and financial professionals are demanding a more defensible determination of fair market value for advanced planning with senior clients. New market-based valuation methodology, based on a real-time, willing-buyer willing-seller marketplace for life insurance is filling a void for tax planning, longevity analysis, and complicated hold/pay/change/sell decisions with senior clients. This discussion has broad application across practice areas and will help fiduciaries to mitigate risk and assure that client best interests are served. Jamie L. Mendelsohn is a thought leader in the secondary market for life insurance and partners with the nations’ leading wealth management firms, attorneys, CPAs, trust officers, and financial professionals. Jamie is instrumental in the development an innovative market-based policy valuation of fair market value, the Ashar Secondary Market Valuation (SMV®). For more than a decade, Jamie has earned the reputation as a determined client advocate in the life settlement market. .Jamie is the go to independent resource for advanced planners and fiduciaries nationwide who integrate the SMV® into their holistic planning process and select Jamie to negotiate for their client if the decision is made to sell the policy. She has spoken at numerous financial services conferences and provides continuing education for both financial advisors and professionals nationwide. Jamie earned her bachelor’s and master’s degrees from the University of Florida.\n \n \n \nContinuing education credits pending for this program. \n \n \n \nMembership dues do not include meals.  Credit Cards are now accepted online at the website - scroll down to register.\n \nTo mail a check, please complete the form below, 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  so we will have a count for the number of meals to prepare.\n \n \n \nMember: $25 (includes meal); Guest: $30 (includes meal); Program Only (no meal): $15\n \n \n \nName: ________________________________________ \n \n ____$25  ___$30 ____$15\n \nE-Mail: ______________________________________\n \nPhone Number: _________________________________\n \n \n \nName: ________________________________________\n \n____$25    ___$30  ____$15\n \nE-Mail: ______________________________________\n \nPhone Number: _________________________________\n \n \n \nNOTE:  WALK-IN PRICES ON DATE OF MEETING:  Member: $30 (includes meal); Guest: $35 (includes meal); Program Only (no meal): $20\n \n \n \nWe 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\n \n \n \n \n \nTO PAY VIA CREDIT CARD:  follow these instructions:\n \nScroll down to “Register Now”\n \nCLICK on “REGISTER NOW” \n \nComplete the contact information\n 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 \n \n
SUMMARY:Life Settlements/Valuations - Estate Planning Council of North Texas 
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DESCRIPTION:Reminder
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