US$20 – US$30

“A Checklist Approach to Wealth Transfer Planning”, TERRI GETMAN, JD, CLU,

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THE BIRMINGHAM ATHLETIC CLUB

4033 W. Maple Road

Bloomfield Hills, MI 48301

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Terri Getman, JD, CLU, ChFC, AEP (Distinguished) has joined Diversified Brokerage Services, Inc. (DBS) as its Business Development Officer. Terri will be working closely with the Relationship Managers, Marketing Associates and Case Managers at DBS in the development of the large and complex cases. In addition, she will help bring independent producers the most up-to-date information on advanced marketing developments and how to leverage changes occurring in the industry. Prior to joining DBS, Terri led the advanced marketing team for The Prudential Insurance Company of America. Terri is a former board member of the Society of Financial Service Professionals and has spoken at numerous Society educational events. She holds leadership positions in several professional organizations within the insurance industry and has been a frequent speaker at national meetings on advanced insurance topics.

PRESENTATION OUTCOMES:

  • Terri will present a checklist of items that clients should consider to determine whether they need to have their wealth transfer plans revised with their financial and legal advisors
  • You will have an understanding of five primary areas that should be assessed
    • Assessing current objectives against existing plans
    • The impact of estate tax legislativechanges on existing plans
    • The impact of changing family situation on wealth transfer plans
    • Considerations involving a family business
    • Has the financial decisions of survivors been considered?


8:30 am Continental Breakfast

8:45 am to 10:00 am Presentation Followed By Q&A

Please email, fax or mail reservations to:

FSP Detroit Chapter, 33006 W. Seven Mile Road, #237, Livonia, MI 48152

Phone: (313) 530-9223 - Fax: (248) 479-0350 – fspdetroit@associationoffice.org

Please make check payable to : FSP Detroit Chapter OR Register Online!

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Date and Time

Location

THE BIRMINGHAM ATHLETIC CLUB

4033 W. Maple Road

Bloomfield Hills, MI 48301

View Map

Refund Policy

No Refunds

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