Estate Planning in 2012 - Countdown to Sunset

Date: Thursday, September 20, 2012
Time: 5:00 PM - 8:00 PM
Location: Venus de Milo
Speaker: Russell E. Towers Esq., CLU, ChFC

5:00 PM Cash Bar
5:45 PM Business Meeting
6:00 PM Dinner
6:45 PM Speaker

Location:
Venus de Milo Restaurant and Banquet Facility
75 GAR Highway (Route 6)  
Swansea, MA 02777
(508) 678-3901
http://www.venusdemilo.com/directions/

RSVPs by Monday, September 17th can be sent to BCEPC@aol.com, or sent with a check made out to Bristol County Estate Planning Council (BCEPC) to:
Trish Hunter
Bristol Elder Services
1 Father DeValles Blvd, Unit 8
Fall River, MA 02723

Member cost is $30 and non-member cost is $35. Cancellations will be accepted until the 17th, after that all reservations will be expected to pay in full.
 
About the Speaker:
Russell E. Towers JD, CLU, ChFC
joined Brokers' Service Marketing Group in 2002 as Vice President of Business & Estate Planning. Prior to joining Brokers' Service, Russ served in a number of advanced planning attorney positions with John Hancock Life Insurance Company for many years. A graduate of the University of Notre Dame with a B.A. in economics, he received his Juris Doctor from Suffolk University Law School. Russ has delivered advanced planning seminars to life insurance professionals and has lectured to Society of Financial Service Professional Chapters, Estate Planning Councils, Financial Planning Associations, and Attorney and CPA professional groups across the U.S.  
 
His area of expertise is estate, business, and retirement planning for wealthy business owners, executives, and professionals, and he provides customized case consultation for advanced legal, tax, and insurance plan designs. A writer of many articles for industry publications, Russ was the recipient of a Kenneth Black, Jr. Award from the Journal of FSP for his article on private split dollar funding of irrevocable trusts in 2008. 
 
Russ has received his CLU/ChFC designations from the American College and is a member of the National and Rhode Island Societies of Financial Service Professionals (SFSP) and has served as President of the Rhode Island Chapter. A member of the Rhode Island Bar Association for over 30 years, Russ is also a member of the prestigious Association for Advanced Life Underwriting (AALU), the National and Rhode Island Associations of Insurance and Financial Advisors (NAIFA), and the Rhode Island and Boston Estate Planning Councils. He is registered with FINRA as both a representative and a principal.

See Upcoming Event Calendar