November 2017 Luncheon Program
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"Planning in Uncertain Times"

When: November 14, 2017
11:45 a.m. - 1:45 p.m.
Where: The Union League
140 South Broad Street
Lincoln Hall (2nd Floor)
Philadelphia, Pennsylvania  19102
United States
Contact: Denise Downing

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"Planning in Uncertain Times"

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The possibility of estate tax repeal is on our doorstep. But is repeal likely? Will it be permanent? Should we advise our clients to remain on the sidelines in the most favorable wealth transfer environment we have ever seen? What is the cost of delaying planning? Most importantly, how do we navigate this complex and uncertain environment to provide advice that truly serves our clients and their families’ best interests?

This presentation will help you gain a big picture perspective with respect to our current uncertain times as well as provide you with tools to help you advise your clients regarding the benefits of currently moving forward with planning. In addition, it will demonstrate the power of life insurance, the synergies that result from combining insurance and non-insurance planning strategies and an insurance funding strategy that will ride out whatever tax regime is in place.

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

Robert W. Finnegan, J.D., CLU®, serves as Senior Vice President, Advanced Planning Attorney at Highland Capital Brokerage. He is responsible for providing advanced sales support across the company, supporting distribution in all channels and working with principals, sales vice presidents, independent producers, and financial institutions to develop business opportunities and enhanced advanced marketing solutions for clients.

The majority of Mr. Finnegan’s 30+ year career as an estate planning attorney has been devoted to protecting and transferring wealth for ultra-high net worth individual and business clients. Prior to joining HCB, he held the position of Executive Vice President, Advanced Planning at Heritage Strategies LLC, in Woodbury, New York, providing technical and product design support in the business, estate, charitable, and executive planning markets. Prior to joining Heritage Strategies, Mr. Finnegan was a founding member of Premier Planning Associates, LLC, in Saratoga Springs, New York. He also served as President of Sage Consulting & Wealth Preservation.

Mr. Finnegan’s expertise includes business, estate, charitable and life insurance planning. His successful approach to planning combines strong legal skills, extensive insurance expertise, and excellent communication skills. Mr. Finnegan employs a full range of sophisticated planning strategies to provide each client with custom results based planning to meet their objectives.


This meeting is being sponsored by


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

Executive Director: Denise Downing, CMP


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