DALLAS ESTATE PLANNING COUNCIL

THE RESERVATION DEADLINE FOR THIS EVENT HAS EXPIRED.

WALK-INS ARE WELCOME BUT WILL NOT BE GUARANTEED A MEAL

NOON MEETING

THURSDAY, NOVEMBER 6, 2014

(Lunch served Noon-12:30; Program 12:30-1:30 pm)

BENT TREE COUNTRY CLUB

5201 Westgrove Drive, Dallas, TX  75248 (972-931-7326)

FOLLOW DIRECTIONS BELOW:

Tollway South: Exit Trinity Mills, Turn Left on Westgrove, Left on Club Hill Drive

Tollway North: Exit Keller Springs/Westgrove, Turn Right on Westgrove, Left on Club Hill Drive

RESERVATION DEADLINE: THURSDAY, OCTOBER 30 (PAYMENT IN COUNCIL’S OFFICE)

JAMES ALLEN, JR.

 PLANNING FOR THE MODERN FAMILY

Sponsored by Parkland Foundationr

This presentation discusses the myriad of estate planning issues faced by today’s modern family. These issues include: a second marriage where the new spouse is the same age as the children from the prior marriage, a noncitizen spouse and a same sex couple with an adopted child. The presentation discusses a wide range of estate and insurance-based planning strategies that would benefit these clients.  As Director of MetLife’s Advanced Sales Center, Jim Allen oversees and is responsible for a team of attorneys and other credentialed professionals who provide advanced markets support for MetLife’s Independent Distribution. Jim has 25 years of experience in the financial services industry as an insurance agent, registered securities representative, fee-only financial planner and as an advanced markets consultant. Prior to joining MetLife in 2001, Allen spent 10 years with Pacific Life, where he was Director of Business & Charitable Planning in their advanced markets department. He earned his bachelor’s degree in Business Communications from California State University at Fullerton and his master’s degree in Financial Services from The American College. Allen writes and speaks frequently on a wide variety of advanced markets topics. He has been a featured speaker at numerous national and regional broker/dealer and industry association meetings, and is a three-time author award recipient from the Society of Financial Service Professionals, as well as a co-author of the book, The Tools & Techniques of Charitable Giving. His articles have been featured in many industry publications, including the Journal of the Society of Financial Service Professionals, National Underwriter, AALU Quarterly, Journal of Deferred Compensation and California Broker.

There is continuing ed credit pending for this presentation.

Note:  Paid membership dues do not include meals.  To register for the meeting, complete the form below, enclose a check (payable to Dallas Estate Planning Council) for the respective amount (indicated below) and mail to: Dallas Estate Planning Council, P.O. Box 38553, Dallas, TX  75238-8553. You may register online with a credit card payment on the website: go to www.dallasepc.org. Go to “Next Meeting” on the left column and click on “Event Details”, scroll down to the bottom of the page and register.  If you need a receipt, print out the confirmation page.    RESERVATION DEADLINE – THURSDAY, OCTOBER 30 (PAYMENT IN COUNCIL'S OFFICE)

PREPAID MEALS:  Members who have already paid in advance for all meetings for the year MUST register so we will have a count for the number of meals to prepare and number of outlines to print (you can send an email to dallasepc@yahoo.com).  THERE WILL BE 10 MEALS AVAILABLE FOR WALK-INS ON DAY OF MEETING (FIRST COME, FIRST SERVE). ALL OTHER WALK-INS WILL BE “PROGRAM ONLY”.  CREDIT CARDS ARE NOT ACCEPTED AT THE DOOR, CASH OR CHECK ONLY.

Member: $37 (includes meal and program); Guest: $60 (includes meal and program);*Member-Program Only: $25 (*ONLY MEMBERS may choose “program only” for $25).  

Name: ________________________________________ 

    ____$37     ___$60  ____$25 (Member-Program Only)

E-mail: ________________________________________

Phone No: _____________________________________

Name: ________________________________________  

   ____$37   ___$60  ____$25 (Member-Program Only)

E-mail: ________________________________________

Phone No: _____________________________________