February 28, 2018 Platinum Sponsor

BREAKFAST SEMINAR
“Life Insurance 201:
Real-Life Applications and
Tax Benefits in Estate
and Business Planning”

Date: Wednesday, May 4, 2016
Time: 8:00am - 9:30am
Location: Crowne Plaza, 66 Hale Ave, White Plains
Speaker: Gil Elmaleh, CLU®, CLTC
Senior Vice President, Lenox Advisors
&
Michael K. Rosenman, CLU®, ChFC®, CASL®, AEP®, Financial Advisor, Northwestern Mutual

RESERVATIONS ARE NOW CLOSED!

Call Diane at 914.664.6193 for info.

 


This Breakfast Meeting will be our final education seminar of the 2015-2016 council year.  Reservations are limited to Estate Planning Council members only, on a first come, first served basis.  In addition, guest reservations may be accepted if space is available.

Seating is limited. Please submit your reservation as soon as possible so that we can make arrangements for food service.  Due to our commitment to the Crowne Plaza, we will be unable to make a refund after a reservation has been accepted.

Michael K. Rosenman, CLU
Chair, Education Committee


TOPIC: 

“Life Insurance 201:

Real-Life Applications and Tax Benefits in Estate and Business Planning”

We all know life insurance is a fundamental part of an estate plan or a business succession plan.  Members Gil Elmaleh, CLU and Michael Rosenman, CLU will discuss the range of life insurance applications that you may not encounter every day (Whole, Term, UL, Second to Die), and give real-life examples of insurance planning in action.  Tax efficient strategies will be highlighted.  They will also cover combination life-long term care policies vs stand-alone LTCi, and how long-term care planning is vital to estate preservation.

Bring your questions!


SPEAKERS:

Gil Elmaleh, CLU®, CLTC
Senior Vice President
Lenox Advisors

Gil Elmaleh is a Senior Vice President with Lenox Advisors who has been with the firm since 2012. He works with high net worth individual and corporate clients across the country. With his corporate clients, he specializes in structuring employee benefits strategically, as well as executive carve-out programs for key employees and senior management. He has more than two decades of experience in the financial service industry.

Gil holds a BA from Syracuse University and resides in Rye Brook, NY with his wife and two children.


 

Michael K. Rosenman, CLU®, ChFC®, CASL®, AEP®
Financial Advisor
Northwestern Mutual

Michael Rosenman is a Financial Advisor with Northwestern Mutual and has been with the company since 2001.  He is committed to serving estate and closely-held business-planning clients with comprehensive planning tailored for each situation.  His expertise includes life, disability and long-term care insurance, as well as retirement income planning and estate transfer.  Mike has a B.A. from the University of Pennsylvania, lives in Pleasantville NY with his wife Michelle, and has two grown children.  Mike is a member of the Westchester and New York City Estate Planning Councils, MDRT and NAECP.  www.michaelrosenman.com


CONTINUING EDUCATION:  

  • Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Advisory Services.  Our New York State CPE Sponsor license number is 000783.
  • This program has been granted (1) CE credits for Certified Financial Planners. CE SPONSOR ID NUMBER: 6280.

COST: $40 (includes parking)

CREDIT CARD PAYMENTS ACCEPTEDMasterCard, Visa, Discover

CHECK PAYMENTS: Checks should be made payable to the Estate Planning Council of Westchester County, Inc.

DO NOT MAIL CHECKS TO ADDRESS ON YOUR RECEIPT.

Mail check along with a copy of your online registration receipt to:

ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY, INC.
c/o Michael K. Rosenman, CLU

Northwestern Mutual
400 Atlantic Avenue, Suite 3
Stamford, CT 06901


See Upcoming Event Calendar