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DTSTART:20230503T220000Z
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LOCATION:The University Club of Milwaukee, 924 E. Wells St., Milwaukee, WI
UID:2301320230503T220000ZSplit Dollar Planning Strategies to Finance ILIT Premiums
DTSTAMP:20260530T010548Z
DESCRIPTION:\nPlease 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.\n \nJohn 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.\n \nDaniel 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.\n \n \n \nSalad\n \nCharred Baby Bok Choy with Sesame-Soy Vinaigrette, Scallion Frills, Mango Salsa\n \n \n \nEntrée\n \nChipotle-Coffee Rubbed Flank Steak, Roasted Garlic Mashed Potatoes, Seasonal Vegetable, Bordelaise\n \n(or vegetarian option upon request)\n \n \n \nThank you to our sponsors: \n \n                                                          \n \n                                                         \n
SUMMARY:Split Dollar Planning Strategies to Finance ILIT Premiums - Milwaukee Estate Planning Forum, Inc. 
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