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Philadelphia Estate Planning Council

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  • November 2018 Luncheon Program

November 2018 Luncheon Program

  • Tuesday, November 13, 2018
  • 11:45 AM - 1:45 PM
  • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102


(depends on selected options)

Base fee:


"Now What? A Washington Update from AALU after the 2018 Mid-Term Elections"

With the 2018 mid-term elections now behind us, what will the results mean for the legislative agenda in Washington? How might the outcome impact your business? Chris Morton of AALU will provide an informative update on tax and regulatory issues that affect you, the life insurance industry, the broader financial services community, and the conversation you are having with your clients.

Chris Morton, Senior Vice President, Government Affairs, at AALU, acts as a principal liaison to Congress on behalf of the nation’s top life insurance producers and distribution partners, managing all policy development, political engagement, and advocacy strategy for the Association in Washington, DC.

A seasoned Washington professional with 20 years of experience in the financial services and tax policy arena at the Federal level, Mr. Morton has demonstrated success in numerous legislative and regulatory affairs leadership roles.

Prior to joining AALU, he was a senior analyst and advisor in the Business Strategy Group at Fannie Mae. In this role, Mr. Morton was responsible for providing leadership and strategic direction to the Company’s senior executives on a broad array of public policy challenges affecting the Company’s business and markets.

Mr. Morton also served as a policy advisor and senior member of the management team at the Federal Housing Finance Board, an agency responsible for supervising the Federal Home Loan Bank System, a government-sponsored cooperative of 12 regional wholesale financial institutions with $1 trillion in assets and over 8,000 members nationwide.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

This meeting is being sponsored by

Click here to download a printable registration form.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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