Creative Planning with Life Insurance for Estate Planning (Non-Product Focused) -- WCEPC
WAKE COUNTY ESTATE PLANNING MEETING
TUESDAY, 11.19.2024 --- 6PM -- 8PM
NORTH CAROLINA STATE UNIVERSITY CLUB
4200 HILLSBOROUGH STREET
RALEIGH, NORTH CAROLINA 27606
GUEST SPEAKER: Brett Berg, J.D.
PRESENTATION TOPIC: CREATIVE PLANNING WITH LIFE INSURANCE FOR ESTATE PLANNING (NON-PRODUCT FOCUSED)
Brett Berg brings more than 23 years of experience to the Advanced Planning team. Brett has led the Prudential team and is an industry thought leader and accomplished public speaker in the advanced markets space. He has deep expertise in estate, charitable, wealth transfer, and retirement strategies, as well as in practice management.
Prior to joining Prudential, Brett was a key player in advanced markets, spending several years at Nationwide, before switching roles to lead the Advanced Marketing team at The Hartford.
Brett received his B.A. from Bradley University, his law degree from Creighton University, and his LL.M. (Taxation) from Capital University.
Specialties: Estate, Business, and Charitable Giving Strategies.
Questions -- Or If You Need Assistance In Getting Registered:
Please Contact Sharon Lassiter, WCEPC Administrator, at: slassiter38@nc.rr.com
