Sept 21, 2011 Meeting

Intersecting Relationships in Estate Planning and Planned Giving:
Panel Discussion with Allied Professionals

Panel Presenters

James S. Black, Lukins & Annis, Tax/Estate Planning Attorney

James Bockemuehl, CLU®, ChFC®, AEP® , Insurance specialist

Eric Green CPA CFPR AIFR, Purpose Financial Advisors LLC, Investment specialist

David Green CPA PLLC, Accountant, Tax specialist

Cam McGillivray JD, Northwest Trustee and Management Services – Trust specialist

Description of the Program:  As clients/donors work through their estate and financial planning goals and objectives, it’s important for them to consider a team approach.  A client is far better served when the Financial Planner, Tax CPA, Insurance Agent and Attorney are all working together to see the goals and objectives of the client fulfilled.  This session will help all of us understand more clearly the role that each of these Allied Professionals play in the estate and financial planning process.

Please join us and our distinguished panel for a greater understanding to the team approach to planning.

We hope you’ll plan to attend.  Great opportunity for networking and learning!