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DTSTART:20230216T010000Z
DTEND:20230216T030000Z
LOCATION:The WAC - 1325 6th Ave, Seattle, WA. 98101
UID:2276920230216T010000ZFebruary 2023 Dinner Meeting
DTSTAMP:20260501T184624Z
DESCRIPTION:\nJoin Us at The Washington Athletic Club for the Quarterly Dinner Meeting on February 15, 2023\n \nCocktails & Social 5:00pm\n \nValidated Parking after 5pm in the WAC Garage\n \nDinner & Presentation 6:00pm-7:00pm\n \nTopic:  Life Settlement and Life Insurance Valuation Solutions for Estate and Tax Professionals\n \n \n \nLife insurance is a mainstay in estate and business succession/buy-sell\n planning. Despite its widespread use, however, many advisors and their\n clients focus on the policy’s death benefits or cash surrender value (CSV),\n rather than seeing the value of the life insurance policy as an investment\n asset with an existing fair market value (FMV).\n Learn how life insurance valuation are used by fiduciaries to serve their\n clients’ best interests and can uncover significant life settlement value\n that can be used for other areas of planning.\n \nSpeaker: Jamie Mendelsohn, The Ashar Group \n \nJamie’s reputation as a dedicated client advocate precedes her. Her commitment to partnering with financial professionals, knowledge of every facet of the secondary market, and diligent effort to exceed expectations are entirely unmatched. For those lucky enough to work with her, a more loyal partnership could not be found – unless of course, you are referring to her clever ability to one-up her brothers in every team costume contest.   \n \nAs Executive Vice President, Jamie is the go-to resource for helping advanced planners and fiduciaries integrate life insurance policy valuations into their comprehensive planning process. She spends much of her time educating the financial services community at conferences, estate planning councils, and wealth management firms nationwide.  \n \nJamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority. She proudly serves as the President of the Central FL/North FL Chapter of the Crohn’s and Colitis Foundation speaking at events and mentoring patients and families navigating treatment of these diseases. She lives in Central Florida and enjoys spending time with family and friends, fishing, and traveling.\n
SUMMARY:February 2023 Dinner Meeting - Estate Planning Council of Seattle 
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