On December 5, CFA Society Philadelphia will host its annual program focused on private wealth and high net worth investors. This day-long conference will feature panel discussions and expert speakers from leading wealth advisors, trust and estate experts, and asset managers. The conference addresses many of the pressing issues facing wealthy investors today.
This year’s conference will focus on registered investment advisors (RIA’s) and practice management. Sessions include:
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Please note, this event is being hosted by the CFA Society of Philadelphia. The Philadelphia Estate Planning Council is contributing a presentation to the conference and helping to promote the conference.
Celebrate the most wonderful time of year with the Philadelphia Estate Planning Council at our annual Holiday Celebration. This year's event will be held at The Racquet Club of Philadelphia.
This event includes heavy appetizers, light dinner buffet and open bar.
This event is being co-sponsored by
BRING A GUEST FOR FREE TO THE JANUARY MEETING: To introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the January luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.
COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m. All meeting attendees are welcome to join!
AGENDA11:30 a.m. - 12:00 p.m. Coffee Meet & Greet 11:45 - 12:00 p.m. Registration 12:00 - 1:45 p.m. Luncheon & Program
PROGRAM OVERVIEW
Life insurance is a mainstay in estate and business succession/buysell planning. As circumstances change, advisors and their clients can value and potentially monetize existing policies for more than their cash surrender value. The valuation of existing life insurance policies is used by fiduciaries to protect clients’ best interests and uncover value to help solve other planning needs.
Speaker:
Jamie L. Mendelsohn is the Executive Vice President of Ashar Group - a family-owned business with a national footprint. Since 2003, they have focused solely on the life settlement and life insurance policy valuation market. Ashar Group partners with financial professionals, fiduciaries, broker-dealers, and institutions serving as an independent advanced planning resource in the secondary market for life insurance.
Throughout her tenure at Ashar Group, Jamie has earned the reputation of a determined client advocate. She is the go-to resource for advanced planners and fiduciaries who integrate life insurance policy valuation into their planning process. If the decision is made to sell the policy as a life settlement, she negotiates with licensed buyers on behalf of their clients. Jamie speaks nationally at financial services conferences and estate planning councils providing continuing education for both financial and insurance professionals.
Jamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority. She is a proud member of Women in Insurance and Financial Services. Jamie dedicates much of her time and energy to the Crohn’s and Colitis Foundation, where she serves on the board and mentors patients and families. Jamie resides in Orlando, FL, and enjoys reading, traveling, and spending time with family and friends.
One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
This Program is Being Sponsored by
Click here to download a printable registration form.
Watch for more information soon!
Michael M. Gordon is a Director at the Wilmington law firm of Gordon, Fournaris & Mammarella, P.A. He is a graduate of Fairfield University and the Catholic University of America, Columbus School of Law. He received his Masters of Law in Taxation from Villanova University School of Law in 2008 and is a member of the Delaware and Maryland Bar Associations.
Michael is the former Chair of the Estates and Trusts Section of the Delaware Bar Association. He is a Fellow of the American College of Trust and Estate Counsel. Michael frequently lectures throughout the country on various estate planning topics.
Michael’s practice focuses on the unique aspects of Delaware trust law, including directed trusts, dynasty trusts, asset protection trusts and all aspects of the validity, construction and administration of Delaware trusts. Michael routinely works with clients across the country to transfer the situs of trusts to Delaware and to modify trusts to take advantage of Delaware’s favorable trust law. Michael drafts, reviews and comments on Delaware trust agreements for local and out of state clients and provides legal opinions on the validity of trusts under Delaware law.
AGENDA3:30 – 4:00 p.m. Registration 4:00 – 5:00 p.m. Program 5:00 – 7:00 p.m. Cocktail Reception
Jay Judas provides strategy, validation and structure to a wide range of individual and corporate life insurance clients. He founded Life Insurance Strategies Group to offer unbiased and pragmatic advice to enhance and simplify the distribution, sale and purchase of life insurance.
Jay is a former senior executive with carriers Crown Global Insurance Group and BF&M Insurance Group. He served as the Country Manager for Life Insurance Distribution for Sun Life’s Bermuda Branch and for Old Mutual (Bermuda) Ltd. He holds a JD from Rutgers University School of Law, a M.Sc. in Leadership from Northeastern University and a BA in Communications from the University of Northern Iowa. Jay is a long-time member of Finseca, the leading voice in financial security.
One Education Credit for CLE-Ethics (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Agenda 4:15 p.m. – 4:45 p.m. Registration 4:45 p.m. – 5:00 p.m. Council Remarks/Annual Meeting/Election 5:00 p.m. – 6:00 p.m. Presentation 6:00 p.m. – 8:00 p.m. Cocktail Reception
Strider Elass is Senior Economist and part of the First Trust Economics Team that Bloomberg has consistently ranked as one of the top forecasters of the U.S. economy over the past decade plus.
At First Trust, Strider is responsible for analyzing economic indicators, writing economic commentaries, and building content. In 2022, The First Trust Economic Team was rated the Most Accurate Economic Forecasters in the United States by Consensus Economics. The team also won multiple Gold Medals from Financial Advisor IQ in both 2020 and 2021 for Macro Commentary, overall content, and commentary and was also rated 2nd for Thought Leadership by Fuse Research. The First Trust Economics Team has been awarded the “Crystal Ball Award” by Zillow® in partnership with Pulsenomics over multiple years for accurate home price predictions. In 2017, First Trust’s thought leadership material was ranked as number one for most read and most shared by financial professionals with colleagues or clients in the “Top 10 Financial Providers for Thought Leadership Activity.” Strider was instrumental in researching for the book, It’s Not As Bad As You Think, published in 2009 by First Trust’s Chief Economist, Brian Wesbury. Strider’s contribution to the team’s success goes beyond his research responsibilities. He is also a highly sought-after speaker and regularly presents at broker and retail events across the country and abroad, sharing his expertise with a wide audience.
1.0 Education Credits for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
Philadelphia Estate Planning Council P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215 Fax: (856) 727-9504 Email: staff@philaepc.org
