"Beneficiary Defective Inheritor's Trust Rules and Nuisances"

Date: Thursday, November 15, 2012
Time: 7:30 AM - 9:00 AM
Location: Denver Athletic Club
Speaker: Michael W. Halloran

Denver Athletic Club

1325 Glenarm Place, Denver, CO 80204



The Program:

"Beneficiary Defective Inheritor's Trust Rules and Nuisances"


Presented By:

Michael W. Halloran is a wealth management advisor with Northwestern Mutual and has been in the financial services industry for over 40 years.  Mr. Halloran is an estate strategies group advisor and is part of the estate business specialist study group.  His expertise lies in estate and business planning for individuals and business.  Mr. Halloran has received several industry awards, and has been featured in publications including National Underwriter, Capital Executive, New York University Review, Money, Life Association News, and Life Insurance Selling.  Mr. Halloran is a past president of the NAEPC, past national director of the Society of Financial Services Professionals, past president of Jacksonville Association of Insurance and Financial Advisors, past president of the Estate Planning Council of Northeast Florida, and is involved on other various community organization boards.


The meeting begins with breakfast at 7:30 a.m.  Free parking is available in the Denver Athletic Club parking garage.  Please notify the parking attendant that you are there for the meeting.


Members are invited to bring guests.  We do not charge for guests at this time.  Printed copies of the presentation will not be available at the meeting.  A copy of the presentation will be available on the website prior to the meeting.


Please RSVP by Monday, November 12, 2012.


You are invited to email our office manager, Stephanie Hill, at steph.hill@yahoo.com with any questions.

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