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DTSTART:20241212T010000Z
DTEND:20241212T030000Z
LOCATION:1325 6th Ave, Seattle, WA 98101 (Washington Athletic Club)
UID:2589320241212T010000ZDecember Quarterly Dinner Meeting
DTSTAMP:20260501T184946Z
DESCRIPTION:\nCocktails 5:00pm\n \nPresentation & Dinner 6:00-7:00pm\n \n“Business Secession: Connelly vs United States – In Depth Technical Case Study”\n \n \n \nSpeaker: David Fain, CFP, CLU \n \n AssuredPartners \n\n \nDavid Fain is a Financial Advisor at AssuredPartners in Seattle, Washington. In this role, David provides clients with innovative solutions and professional direction designed to help them accomplish their financial objectives. With 16+ years of experience in the financial industry, he is well positioned to confidently guide clients through difficult, and often complex, decision-making processes. \n\nBefore joining AssuredPartners, David spent more than 13 years as a Financial Advisor at Northwestern Mutual/Fain Financial Services serving the financial needs of families and business. Prior to joining Northwestern Mutual, he was a Financial Analyst at Deloitte, where he researched key success factors for the largest global financial services firms. These experiences have provided David with a strong understanding of what it takes to be successful in the financial services industry.\n\nDavid received a BS in entrepreneurial management from The Wharton School at the University of Pennsylvania, and his MBA in entrepreneurial management from the Franklin W. Olin Graduate School of Business at Babson College.\n \nCo-Speaker - Vicente Pina, MBA, AEP, CLU, ChFC\n \nPrudential, Director of Advanced Planning\n \n\n \nVicente Pina has nearly 30 years of experience in Advanced Planning and Advanced Marketing. He serves as\n a Director on Prudential’s Individual Life Insurance Advanced Planning team. Vicente brings over 34 years of\n experience in the financial services industry to the team, and has worked predominately in the development,\n marketing, distribution, and support of life insurance. Vicente’s primary focus at Prudential is life insurance\n planning for the ultra affluent, strategies for high-net-worth and foreign national clients, and advanced case\n design. He has spoken at events throughout the United States and Globally.\n
SUMMARY:December Quarterly Dinner Meeting - Estate Planning Council of Seattle 
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DESCRIPTION:Reminder
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