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DTSTART:20171101T220000Z
DTEND:20171102T000000Z
LOCATION:University Club
UID:1500220171101T220000ZProactive Planning Ideas in Uncertainty
DTSTAMP:20260701T005831Z
DESCRIPTION:\nEvent Topic:   Proactive Planning Ideas in Uncertainty\n \nSpeaker:          Richard E. Kait, JD, LLM, CLU, ChFC\n \nEvent Details:  Wednesday, November 1st, 2017\n                           University Club of Milwaukee\n                           935 East Wells Street, Milwaukee, WI\n                           Social at 5:00 p.m. (Banquet Hall, 2nd Floor)\n                           Meeting at 5:30 p.m. (Grand Ballroom, 2nd Floor)\n \nDick Kait will provide an up-to-the-minute commentary, in light of recent tax reforms or proposals most likely to be enacted, with ideas for both advanced estate planning and planning for business owners/executives. Dick is a frequent national speaker and has authored numerous professional articles for National Underwriter, Broker World, Life Insurance Selling, Journal of SFSP, and other professional and industry publications. \n \nDick Kait has been leading the Protective Life - Advanced Sales Team since 2008, with extensive experience in insurance and annuity solutions for individuals, business owners, their families and employees. His core expertise extends to income, gift and estate tax planning; trusts; retirement planning; business planning; employee benefits; and charitable giving.\n \nDick is a Princeton graduate, and earned his JD at the University of Wisconsin Law School, and Master of Laws (LLM) in Taxation from The National Law Center of George Washington University. Dick served with the U.S. Army’s 4th Infantry Division prior to law school.  He began his career as Staff Counsel for the U.S. Senate Judiciary Committee. Dick has been an active Member of AALU since 2000, and Past President of the Northern Virginia Chapter of the Society of Financial Service Professionals; and Member of the Northern Virginia Estate Planning Council. He is an active member of the State Bar of Virginia. \n \nSalad: Autumn Squash & Beet Salad\n \nSpinach, Arugula, Butternut & Acorn Squash, Roasted Beets, Goat Cheese, Pepitas, Maple Balsamic Vinaigrette\n \n \n \nEntrée:  Cast Iron Seared Duck Breast\n \nWith Roasted Marble Potatoes, Grilled Heirloom Carrots, and Kiln Dried Cherry Port Sauce\n
SUMMARY:Proactive Planning Ideas in Uncertainty - Milwaukee Estate Planning Forum, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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