The Greater Boca Raton Estate Planning Council
Speaker Lunch Meeting

SPEAKER
Mark McLennon, JD, CLU, CHFC, CFP, CPA/PFS
The American College of Financial Services

TOPIC
"Planning with Split Dollar Life Insurance"

Mark is an assistant professor of tax and estate planning at the American College of Financial Services within the CFP Certification Education and Chartered Financial Consultant (ChFC) programs. His private practice experience includes serving as a consultant in the tax division of Arthur Andersen & Co. in Chicago and as an attorney in the estate planning group of a large Milwaukee law firm. After several years as an advanced planning attorney for Allstate, Mark took on a similar role at Northwestern Mutual. In his more than two decades with the company, he was responsible for growth in the firm’s investment advisory and trust business, oversight of the fee-based financial planning program, personal trust administration, and wealth management advisor training.  He also played a key role in numerous enterprise-level initiatives, including the development of life insurance products for the estate planning market, as well as the implementation of trust and private client services. Mark received his Bachelor of Science in Accounting degree from Marquette University, and his Juris Doctor from Northern Illinois University College of Law. He is a Chartered Life Underwriter® (CLU), Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and a CPA with a Personal Financial Specialist (PFS) certification.
 

Generously sponsored by:

Gold Sponsor

Cocktail Sponsor

CHOICE OF ENTRÉE

Chicken Française 
Asparagus, Blistered Tomato, Quinoa &
Israeli Couscous Ragout, Lemon, Capers, White Wine Pan Sauce 

Cashew Crusted Scottish Salmon
Tuxedo Fried Rice, Wok Charred Vegetables, Caulilini, Baby Carrot, Pea Tips, Shitake Mushroom, Scallion, Bean Sprouts, Honey Soy Beurre Blanc 

Special arrangements may be made for a kosher meal, with advance notice (10 days minimum), please email:  admin@bocaratonepc.org.