MILWAUKEE ESTATE PLANNING FORUM, INC.

Please join us with Attorneys John Muth and Dan McLennon from Northwestern Mutual's Sophisticated Planning Strategies. John and Dan will discuss several split dollar plan arrangements, intergenerational split dollar, and other aspects of managing the life insurance in an ILIT to cover estate planning needs.

John E. Muth, JD, AEP®, CLU®, CFP® is a Senior Director in the Sophisticated Planning Strategies Group.  John works closely with NM’s experts in business exit planning and estate planning strategies. John is engaged in advanced market education for NM Financial Advisors with NM webinars and moderates the Professional Growth Association (PGA) Sessions. John has also worked as a compliance director and advisor for field supervision and regulatory matters and previously worked as a financial advisor for a national financial services firm, and later worked as a corporate attorney for a health insurance company.

Daniel P. McLennon, JD, CLU®, CFP® is a Senior Attorney in the Sophisticated Planning Strategies Group with expertise in education planning, including speaking and writing on 529 accounts and student loan strategies. Dan's prior experience includes work as a bankruptcy attorney in Milwaukee.

Salad

Charred Baby Bok Choy with Sesame-Soy Vinaigrette, Scallion Frills, Mango Salsa

Entrée

Chipotle-Coffee Rubbed Flank Steak, Roasted Garlic Mashed Potatoes, Seasonal Vegetable, Bordelaise

(or vegetarian option upon request)

Thank you to our sponsors: