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DTSTART:20170216T130000Z
DTEND:20170216T150000Z
LOCATION:Hilton Garden Inn, 55 Town Center Blvd, Palm Coast, FL
UID:1436520170216T130000ZRethinking Life Insurance Valuations and Life Settlements to maximize estate and charitable planning
DTSTAMP:20260414T233943Z
DESCRIPTION:\n \n \nSpeaker's Website: http://ashargroup.com/\n \nJon B. Mendelsohn, CEO and Co-Founder of Ashar Group and Ashar SMV, is recognized nationally as the leader in life insurance valuations, life settlements, and longevity services. Jon’s companies serve financial professionals and fiduciaries as an independent resource for advanced planning decisions concerning hold/pay/change/sell decisions involving in force life insurance policies. Jon was recently published in the November 2016 edition of Trust & Estates Magazine with a feature insurance article on “Rethinking Life Insurance Valuation for Seniors”. Jon was also featured as a co-presenter with Larry Brody, ESQ. at the November 2016 meeting of the National Association of Estate Planners and Councils on the topic of “Policy Valuation and Transfer Tax Conventions vs. Market-Based Valuations”. Jon has developed a unique approach to help financial professionals and fiduciaries engage in a conversation that expands planning opportunities for G1 and G2 and helps mitigate risk.\n\n\n \n\n \nJon was a keynote speaker at the Advisors in Philanthropy – 2016 Conference, May 10th in Chicago. He has presented at estate and business planning conferences, and has been published in Estate Planning Magazine regarding policy valuation strategies.   Last month he was the presenter for the NAEPC monthly\n\n\n \nThis program will benefit all Estate Planning professionals.  CE is pending. \nGuests are always Welcome! You need not be a Member. \n  \nCost: Free to Members who have renewed for 2017. RSVP still Required. $25 Guests \n  \n \nYou should have received your invoice and 2017 Member Renewal Form in the mail. If you haven’t had a chance to return it, don’t worry! You can bring your Renewal Form to the Breakfast meeting on February 16th with your check for $200. \n  \nIf you haven’t received your package yet, we have Renewal Forms at the breakfast. \n  \nYou must either have a check for $200 for your annual dues, or for $25 for the cost of the event. We are no longer billing attendees after the event.  \n \nReservations: If you have any questions, please feel free to contact us at  [rsvpnow@epcfuncoast.com](mailto:rsvpnow@epcfuncoast.com?subject=EPCFC%20Meeting%20Date%3A%20January%2019th%2C%202016%20-%20Reverse%20Mortgages) or call Jane Eddy at 386-453-5934\n \n \n\n\n\n
SUMMARY:Rethinking Life Insurance Valuations and Life Settlements to maximize estate and charitable planning - Estate Planning Council of The Fun Coast 
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