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COUNCIL LEADERSHIP DAY

Welcome to the 47 th Annual Conference. & The NAEPC Foundation. COUNCIL LEADERSHIP DAY. Welcome & Opening Remarks. President Michael W. Halloran, CLU ® , ChFC ® , AEP ® , CFP ® , REBC, RHU, LUTCF, MSFS, MSM. The Star Spangled Banner Lyrics By Francis Scott Key 1814.

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COUNCIL LEADERSHIP DAY

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  1. Welcome to the 47th Annual Conference & The NAEPC Foundation COUNCIL LEADERSHIP DAY

  2. Welcome & Opening Remarks President Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM

  3. The Star Spangled Banner LyricsBy Francis Scott Key 1814 Oh, say can you see by the dawn's early lightWhat so proudly we hailed at the twilight's last gleaming?Whose broad stripes and bright stars thru the perilous fight,O'er the ramparts we watched were so gallantly streaming?And the rocket's red glare, the bombs bursting in air,Gave proof through the night that our flag was still there.Oh, say does that star-spangled banner yet waveO'er the land of the free and the home of the brave? Oh! thus be it ever, when freemen shall standBetween their loved home and the war's desolation!Blest with victory and peace, may the heav'n rescued landPraise the Power that hath made and preserved us a nation.Then conquer we must, when our cause it is just,And this be our motto: "In God is our trust."And the star-spangled banner in triumph shall waveO'er the land of the free and the home of the brave!

  4. Affiliated Local Estate Planning Councils with a Representative in Attendance Anchorage EPC Atlanta EPC Baltimore EPC Birmingham EPC Bluegrass EPC Boise EPC Boston EPC Boulder County EPC Bristol County EPC Central Arizona EPC Central Florida EPC EPC of Central New York Charleston EPC Charlotte EPC EPC of Chattanooga Chester County EPC Chicago EPC Cincinnati EPC EPC of Cleveland Conejo Valley EPC Dallas EPC Delaware EPC Denver EPC Desert EPC East Alabama EPC East Coast EPC EPC of San Diego San Francisco EPC EPC of Seattle T&EPC of Shreveport Sioux Falls EPC Siouxland EPC, Inc. South Orange County EPC EPC of Southeast Denver Southern Arizona EPC Southern Nevada EPC Spokane EPC EPC of St. Louis Stanislaus County EPC Stockton EPC Suncoast EPC Tampa Bay EPC Tri-Cities EPC Tri-State EPC Tulsa EP Forum Washington DC EPC EPC of Westchester County Western Michigan EPC Eastern Illinois EPC Fresno EPC Greater Boca Raton EPC Greenville EPC Hampton Roads EPC Hawaii EPC Hoosier Hills EPC Houston B&EPC Houston Estate & Financial Forum Hudson Valley EPC Land of the Sky EPC EPC of the Lehigh Valley Los Angeles EPC Macon EPC EPC of Marion County EPC of Memphis Merrimack Valley EPC Metropolitan Detroit, Inc. F&EPC EPC of Middle Tennessee Mid-Missouri EPC Milwaukee Estate Planning Forum, Inc. Mississippi EPC Montgomery County EPC Montgomery EPC EPC of Naples Nassau County EPC New Hampshire EPC New Orleans EPC EPC of New York City North Coast EPC North Georgia EPC North Suncoast EPC EPC of North Texas EPC of Northeast Florida Northeastern Michigan EPC EPC of Northern Nevada Northshore EPC EPC of Northwest Florida Northwest Suburban EPC Northwest Washington EPC Orange Coast EPC Philadelphia EPC Phoenix Tax Workshop Pittsburgh EPC Pomona Valley EPC EPC of Portland Quad City EPC Red River Valley EPC Redwood Empire EPC Riverside EPC San Antonio EPC EPC of San Bernardino

  5. National Association of Estate Planners & Councils 2010 Board of Directors President Michael W. Halloran, CLU, ChFC, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM Northwestern Mutual  Jacksonville, FL President Elect Joseph V. Falanga, CPA, AEP® Schonbraun McCann Group LLP  New York, NY Treasurer Clark B. McCleary, CLU, ChFC, MSFS, AEP® (Distinguished) McCleary & Associates  Houston, TX Secretary Robert G. Alexander, JD, LL.M., AEP® , EPLS Alexander Law Offices, S.C.  Milwaukee, WI Immediate Past President Kathleen J. Belmonte, CTFA, AEP® Sabal Trust Company  Tampa, FL Executive Committee

  6. National Association of Estate Planners & Councils 2010 Board of Directors BOARD OF DIRECTORS Joanna Averett, MBA, CFP®, AIF®, AEP® First American Trust San Bernardino, CA Thomas M. Borchert, CLU®, ChFC®, LUTCF, AEP® , CLTC Professional Insurance & Financial Alternatives Sioux City, IA Christopher M. Brown, JD, AEP® Miller Johnson Grand Rapids, MI Robert E. Burton, CLU, ChFC, AEP® , LL.B. Provada Insurance Services, Inc. San Francisco, CA Cindy D. Causby, CTFA, AEP® SunTrust Bank Asheville, NC John P. Garniewski, Jr., CPA/PFS, CFP®, AEP® Wilmington Family Office Wilmington, DE Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP® New York Life Insurance Company Addison, TX Robert P. Goodman, CPA, AEP® U.S. Trust, Bank of America Private Wealth Management Phoenix, AZ John K. O'Meara, JD, CLU®, ChFC®, CFP®, AEP® Northwestern Mutual Life Milwaukee, WI Geoffrey M. Rogers, TO, AEP® The Glenmede Trust Co., NA  Wilmington, DE Harold Schwartz, Jr., LL.B., LL.M., CLU®, ChFC®, RHU, REBC, FLMI, CEBS, AEP® Harold A. Schwartz, Jr., Attorney at Law  Chattanooga, TN John J. Scroggin, JD, LL.M., AEP® Scroggin & Company, P.C. Roswell, GA Gregory E. Sellers, CPA, AEP® Wilson, Price, Barranco, Blankenship & Billingsley, PC Montgomery, AL Claire S. Weaver, CPA, CSEP, AEP® Seligman, Friedman & Co. York, PA Nancy H. Weingard, CLTC, CFP®, AEP® Raymond James and Associates  Boca Raton, FL DIRECTORS EMERITUS Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP® Lakewood, CO Leonard H. Neiman, AEP®, CLU®, ChFC® Neiman Associates New York, NY

  7. Past Presidents Registered to attend as of October 28, 2010 Hartman Axley, CLU ®, ChFC®, JD, CFP®, MSFS, RHU, AEP® Year of Presidency: 1974-1975 Lakewood, CO Kathleen J. Belmonte, CTFA, AEP®Year of Presidency: 2009 Sabal Trust Company  Tampa, FL Herbert Chasman, CLU®, ChFC®, JD Year of Presidency: 1978-1979 AXA Advisors, LLC Irvine, CA Walter Lee Davis, Jr., Atty, CPA, AEP®, EPLS Year of Presidency: 2008 Walter Lee Davis, Jr., P.C. Johnson City, TN Thomas M. Forrest, TO, CPA, AEP® (Distinguished) Year of Presidency: 1997-1998 Charles Schwab  Wilmington, DE L. Henry Gissel, Jr., Atty, LL.B. Year of Presidency: 1975-1976 Wilmington Trust Co. Houston, TX Charles C. Ives, AEP® Year of Presidency: 1990-1991 Marblehead, MA Harold S. Small, JD, CPA, AEP® Year of Presidency: 1992-1993 Law Office of Harold S. Small San Diego, CA

  8. National Association of Estate Planners & Councils Non-Board Member Volunteers by Committee Accredited Estate Planner® Designation Committee Frank S. Berall, JD, LL.M., AEP® Hartford, CT Julie A. Buschman, CPA, AEP® Dallas, TX M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC® Plymouth Meeting, PA Gary L. Flotron, MBA, CLU®, ChFC®, AEP® Chesterfield, MO Robert E. Fox, CLU®, AEP® Ocala, FL Theodore L. Greenspan, JD, LL.M., AEP® Mobile, AL R. Mark Kirkpatrick, JD, EPLS, AEP® Mobile, AL Paul J. Pantano, CLU, ChFC, AEP®, CASL Pittsburgh, PA Daniel A. Rich, JD, MBA, TO, AEP® Denver, CO Accredited Estate Planner® Designation Committee continued Eido M. Walny, JD, EPLS, AEP® Milwaukee, WI Annual Conference & 47th Annual Conference Sponsorship Committees Gary L. Flotron, MBA, CLU®, ChFC®, AEP® Chesterfield, MO Elinor Froemsdorf, CLU®, ChFC®, AEP® San Antonio, TX Lawrence J. Macklin, CPA, Esq., TO Baltimore, MD A. Stephen McDaniel, JD, AEP®, EPLS Memphis, TN John K. Mulvey, Jr., ChFC®, CLU®, AEP® Latham, NY William F. Super, CPA, RIA, MS-TAX, AEP® Carlsbad, CA Harry S. Truman, CFP®, CLU®, AEP®San Antonio, TX

  9. National Association of Estate Planners & Councils Non-Board Member Volunteers by Committee Council Relations Committee continued Stephen Starzec, CPA, CTFA Boulder, CO Brent A. Thomas New Orleans, LA Thomas Varley Wilmington, DE Richard E. Wait, CPA/CVA, AEP® Reno, NV Shane W. Westhoelter, CLU®, LUTCF, RFC, QFP, LTCP, AEP® Dublin, CA Council Relations Committee Edward T. Autry, JD, EPLS, AEP® Memphis, TN Robert L. Fischer, CLU®, ChFC, AEP® DePere, WI Robert E. Fox, CLU®, AEP® Ocala, FL Lawrence Fuller, CLU®, ChFC®, FLMI Columbia, MO Gene Imke Oklahoma City, OK Christopher P. Jakyma, Esq., CTFA, AEP® Cleveland, OH John J. Meyer, CLU®, ChFC®, AEP® New Orleans, LA Amy O'Bannon Memphis, TN Jordon N. Rosen, CPA, MS (Taxation), AEP® Exton, PA

  10. National Association of Estate Planners & Councils Non-Board Member Volunteers by Committee The NAEPC Foundation Committee Gary L. Flotron, MBA, CLU®, ChFC®, AEP® Chesterfield, MO Sharon Goodman , JD, AEP® New York, NY Dallas E. Klemmer, Atty., EPLS, AEP® Greenville, SC Valentino Sabuco, CFP, AEP® Rohnert Park, CA Website Committee Dallas E. Klemmer, Atty., EPLS, AEP® Greenville, SC Dan H. Florence , JD, CTFA, AEP® Nacogdoches, TX

  11. Retiring Board Member Thomas M. Borchert, CLU®, ChFC®, LUTCF®, AEP®, CLTC Professional Insurance & Financial Alternatives ®

  12. Retiring Board Member Robert E. Burton, CLU®, ChFC®, AEP®, LL.B. Provada Insurance Services, Inc.

  13. Retiring Board Member Geoffrey M. Rogers, TO, AEP® The Glenmede Trust Co., NA

  14. Retiring Board Member John J. Scroggin, JD, LL.M., AEP® Scroggin & Company, P.C.

  15. Retiring Board Member Claire S. Weaver, CPA, CSEP, AEP® Seligman, Friedman & Co.

  16. Retiring Board Member Kathleen J. Belmonte, CTFA, AEP® Sabal Trust Company

  17. Retiring Board Member Leonard H. Neiman, AEP®, CLU®, ChFC® Neiman Associates

  18. National Association of Estate Planners & Councils Board Members with Term Expiring December 2013 One Appointment to a Term Ending December 2012 Charles V. Douglas, JD, CFP®, AEP® Wachovia Wealth Management · Atlanta, GA Category: Trust Officer Terms Ending December 2013 William D. Kirchick, Atty, AEP® Bingham McCutchen LLP · Boston, MA Category: Attorney Christopher P. Jakyma, Esq., CTFA, AEP® FirstMerit Wealth Management Services Cleveland, OH Category: CFP®/ChFC®/AEP® Paul J. Pantano, CLU®, ChFC®, AEP®, CASL, MSFS The Luttner Financial Group, Ltd. · Pittsburgh, PA Category: CLU® M. Eileen Dougherty, CTFA, CFP®, AEP®, ChFC® Semper Trust Company · Plymouth Meeting, PA Category: Trust Officer Jordon N. Rosen, CPA, MS (Taxation), AEP® Belfint, Lyons & Shuman, PA · Wilmington, DE Category: CPA

  19. National Association of Estate Planners & Councils 2011 Officers President Elect Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished) McCleary & Associates Houston, TX Treasurer Robert G. Alexander, JD, LL.M., AEP®, EPLS Alexander Law Offices, S.C. Milwaukee, WI Secretary Joanna Averett, MBA, CFP®, AIF®, AEP® First American Trust San Bernardino, CA Immediate Past President Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM Northwestern Mutual Jacksonville, FL

  20. National Association of Estate Planners & Councils 2011 President Joseph V. Falanga, CPA, AEP®, TEP

  21. The NAEPC Foundation Committee Chair: Robert G. Alexander, JD, LL.M., AEP®, EPLS

  22. The NAEPC Foundation Committee • NAEPC Foundation Mission • To educate the public regarding the benefits of the multi-disciplinary • team concept of estate planning as espoused by the National Association • of Estate Planners & Councils; • to develop educational programs regarding estate planning • for estate planning professionals; • to develop and promote a community outreach program for • the general public; and • to hold educational conferences, seminars, forums, and meetings • regarding estate planning.

  23. Advisory Board Members Steve R. Akers, JD, AEP® (Distinguished)Bessemer Trust Company, N.A.  Dallas, TX P. Thomas Austin, CPA, CLU, ChFC, AEP® (Distinguished)Ziegler, Metzger & Miller LLPCleveland, OH Frank S. Berall, Atty, AEP®, LL.M.Copp & Berall LLPHartford, CT Jonathan G. Blattmachr, Esq., AEP® (Distinguished)Milbank, Tweed, Hadley & McCloyNew York, NY Lawrence Brody, JD, LL.M., AEP® (Distinguished)Bryan Cave LLPSt. Louis, MO Vincent M. D'Addona, CLU, ChFC, AEP®Strategies for WealthNew York, NY Jo Ann Engelhardt, JD, LL.M., AEP® (Distinguished)Bessemer Trust Company, N.A.Palm Beach, FL Thomas M. Forrest, TO, CPA, AEP® (Distinguished)Charles SchwabWilmington, DE Professor Stanley M. Johanson, JD, LL.M., AEP® (Distinguished)University of Texas School of LawAustin, TX Lawrence P. Katzenstein, Atty, AEP® (Distinguished)Thompson Coburn LLPSt. Louis, MO Robert S. Keebler, CPA, MST, AEP® (Distinguished)Baker Tilly Virchow Krause, LLPAppleton, WI Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished)New York, NY Al W. King, III, JD, LL.M., AEP® (Distinguished)South Dakota Trust Company, LLCNew York, NY Bernard A. Krooks, JD, CPA, LL.M, CELA, AEP®Littman Krooks LLPNew York, NY Stephan R. Leimberg, JD, AEP® (Distinguished)Leimberg & AssociatesBryn Mawr, PA Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished)Oshins & Associates, LLCLas Vegas, NV Jeffrey N. Pennell, JDEmory University School of LawAtlanta, GA Susan Porter, JD, LLM, CTFA, AEP® (Distinguished)US Trust, Bank of America Private Wealth Management New York, NY John W. Porter, B.B.A., JD, AEP® (Distinguished)Baker Botts LLPHouston, TX Richard M. Weber, MBA, CLU, AEP® (Distinguished)The Ethical Edge, Inc.Pleasant Hill, CA

  24. Estate Planning Answers Chair: Pettus C. Gibbons, CLU®, ChFC®, LUTCF, AEP®,

  25. www.estateplanninganswers.org

  26. National Estate Planning Awareness Week Chair: John P. Garniewski, Jr., CPA/PFS, CFP®, AEP® October 18-24th 2010 & October 17-23rd 2011

  27. Website Committee Chair: Robert P. Goodman, CPA, AEP®

  28. Local Council Web Site Program NATIONAL ASSOCIATION OF Estate Planners & Councils Bruce Newburger NAEPC Webmaster Robert P. Goodman NAEPC DirectorWeb Committee Chair Rick McKenzie Montgomery (AL) Estate Planning Council Vice President www.NAEPC.org Annual Conference 2010

  29. Program Levels NATIONAL ASSOCIATION OF Estate Planners & Councils  Options for council administrators: • Link to external site • Level 1: Directory listing on NAEPC.org • Level 2: Standard Site ($800/year) • Level 3: Deluxe Site ($1,200/year) • Level 4: w/Pay. Processing ($1,600/yr)  2010 Promotion: 50% off first-year fee for new site or upgrade costs. www.NAEPC.org Annual Conference 2010

  30. New Features for 2010 NATIONAL ASSOCIATION OF Estate Planners & Councils  Rich (HTML) formatting for calendar events  Site Traffic Report (Level 3+)  Sponsorship selling features (example)  Private document library for council leaders only  Mobile-friendly site design  Streamlined use of domain name to address council site www.NAEPC.org Annual Conference 2010

  31. Participating Councils NATIONAL ASSOCIATION OF Estate Planners & Councils Of 220 Affiliated Councils www.NAEPC.org Annual Conference 2010

  32. Web Site Support Contacts NATIONAL ASSOCIATION OF Estate Planners & Councils  First contact is NAEPC staff at:admin@naepc.org  You may hear back from Bruce Newburger:webmaster@naepc.org  Bruce available for appointments all day Wednesday and Thursday in Point Loma room www.NAEPC.org Annual Conference 2010

  33. Website Committee Group Sessions with Web Master: Sign up at the registration desk 10:25 - 10:50am 12:00noon - 12:30pm 12:30 - 1:00pm 2:45 - 3:15pm

  34. Accredited Estate Planner® Designation Chair: Gregory E. Sellers, CPA, AEP®

  35. Councils Using the Council Nominated AEP® Program in 2010 Boston EPC EPC of Greater Miami Greater New Jersey EPC Hampton Roads EPC Los Angeles EPC Metropolitan Detroit, Inc. F&EPC Nassau County EPC New Orleans EPC North Central Florida EPC EPC of Northeast Wisconsin, Inc. Northshore EPC Pomona Valley EPC Sioux Falls EPC Southern Arizona EPC F&EPC of Southern New Jersey Stanislaus County EPC EPC of Suburban Maryland Tampa Bay EPC Utah Valley EPC West River E&FP Council

  36. The NAEPC Foundation Committee Chair: Robert G. Alexander, JD, LL.M., AEP®, EPLS

  37. Estate Planning Day in a Box Materials for Affiliated Local Councils

  38. Break 10:25 - 10:50am Foyer

  39. Welcome to the 47th Annual Conference & The NAEPC Foundation COUNCIL LEADERSHIP DAY

  40. Annual Conference Committee Chair: Joseph V. Falanga, CPA, AEP®, TEP

  41. Conference & Sponsorship Committees Lawrence J. Macklin, CPA, Esq., TO Baltimore, MD Clark B. McCleary, CLU®, ChFC®, MSFS, AEP® (Distinguished) Houston, TX A. Stephen McDaniel, JD, AEP®, EPLS Memphis, TN John K. Mulvey, Jr., ChFC®, CLU®, AEP® Latham, NY John K. O'Meara, JD, CLU®, ChFC®, CFP®, AEP® Milwaukee, WI Harold Schwartz, Jr., LL.B., LL.M., CLU®, ChFC®, RHU, REBC, FLMI, CEBS, AEP® Chattanooga, TN William F. Super, CPA, RIA, MS-TAX, AEP® Carlsbad, CA Harry S. Truman, CFP®, CLU®, AEP® San Antonio, TX Claire S. Weaver, CPA, CSEP, AEP® York, PA Robert G. Alexander, JD, LL.M., AEP®, EPLS Milwaukee, WI Joanna Averett, MBA, CFP®, AIF®, AEP® San Bernardino, CA Kathleen J. Belmonte, CTFA, AEP® Tampa, FL Robert E. Burton, CLU®, ChFC®, AEP®, LL.B. San Francisco, CA Cindy D. Causby, CTFA, AEP® Asheville, NC Joseph V. Falanga, CPA, AEP®, TEP New York, NY Gary L. Flotron, MBA, CLU®, ChFC®, AEP® Chesterfield, MO Elinor Froemsdorf, CLU®, ChFC®, AEP® San Antonio, TX John P. Garniewski, Jr., CPA/PFS, CFP®, AEP® Wilmington, DE Pettus C. Gibbons, MEd, CLU®, ChFC®, LUTCF, AEP® Addison, TX Michael W. Halloran, CLU®, ChFC®, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM Jacksonville, FL

  42. GOLD SPONSORS Thank you to all our sponsors! SILVER SPONSORS Ash Brokerage Charles Schwab Advisor Services Empire Valuation Consultants, LLC Fidelity Charitable Services FMV Opinion, Inc. Northwestern Mutual South Dakota Trust Company, LLC STEP - Society of Trust and Estate Practitioners Sterling Foundation Management, LLC The Advisory Trust Company of Delaware U.S. Trust, Bank of America Private Wealth Management PLATINUM SPONSORS

  43. Thank you to all our Exhibitors! Melville Capital Navigator Legacy Partners, LLC Society of FSP Summit Trust Company Synergy Summit The Mentor Group, Inc. Thomson Reuters (ONESOURCE Trust & Estate Administration) 1st Global Alaska Trust Company Alzheimer’s Association American Association of Attorney - CPAs American Endowment Foundation (AEF) Brentmark Software, Inc. Brokerage Professionals, Inc. Business Valuations LTD / Allison Appraisals & Assessments, Inc. Charitable Trust Administrators, Inc. College for Financial Planning Crescendo Interactive, Inc. Department of Veterans Affairs, National Cemetery Administration EstatePlanningBinders.com InterActive Legal Jagen Investments, LLC Konica / Minolta

  44. 48th Annual Conference November 16 - November 18, 2011 National Association of Estate Planners & Councils & The NAEPC Foundation San Antonio,Texas San Antonio Marriott Rivercenter

  45. Council Relations Committee Chair: Joanna Averett, MBA, CFP®, AIF , AEP®

  46. Council Relations Committee Council Relations Committee Purpose  Assist affiliated local councils in understanding the benefits, programs and services offered by the NAEPC  Assist unaffiliated local councils in the affiliation process

  47. Council Relations Committee Facts and Figures  225 affiliated local councils  Approximately 70 prospect councils throughout the United States  Active and engaged committee members noted within committee report

  48. Council Relations Committee Council Offerings Leimberg (LISI) Service - members receive unlimited access - provides financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by experts such as: John McFadden, Lisa Starczweski, Jim Maule and Bob LeClair - LISI is home to a very powerful engine that will help subscribers create customized searches more easily and quickly than ever before possible. - your subscription includes up to six newsletters providing analysis of proposed and recent legislation, cases and rulings. - offers access to the hundreds of cases, rulings and legislation already reported on - and a database of all of those to be posted in the future. These commentaries are even more useful and instantly accessible through an incredibly powerful search engine that allows you to create custom searches to locate specific topics, references, and citations of particular interest to you.

  49. Council Relations Committee Council Offerings Leimberg (LISI) Service continued - Other benefits include: Retirement and Roth IRA calculators; Ten-year archive of our monthly FaxNet data service; Section 7520 and other important rate information - Cost to NAEPC affiliated councils: To enroll in Jan., Feb., March, or April - $18/member To enroll in May, June, July, or Aug., - $14/member To enroll in Sept., Oct., Nov., or Dec., - $24/member * *covers the last 4 months of the year and all of the following year. All members of a council must enroll.

  50. Council Relations Committee Council Offerings  Yearly no-charge speaker program Robert G. Alexander, JD, LL.M., AEP® , EPLS Alexander Law Offices, S.C.  Milwaukee, WI Robert E. Burton, CLU®, ChFC®, AEP®, LL.B. Provada Insurance Services, Inc. · San Francisco, CA Joseph V. Falanga, CPA, AEP® Schonbraun McCann Group LLP  New York, NY Michael W. Halloran, CLU, ChFC, AEP®, CFP®, REBC, RHU, LUTCF, MSFS, MSM Northwestern Mutual  Jacksonville, FL Clark B. McCleary, CLU, ChFC, MSFS, AEP® (Distinguished) McCleary & Associates  Houston, TX

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