Life Settlements and Life Insurance Valuation Solutions for Estate and Tax Professionals

Date: Thursday, March 21, 2024
Time: 12:00pm - 1:00pm
Location: Cherokee Country Club
Speaker: Jamie Mendelsohn with Ashar Group

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Join us for a buffet lunch and a panel discussion on “Life Settlements and Life Insurance Valuation Solutions for Estate and Tax Professionals” on Thursday, March 21, 2024.

On March 21 at Cherokee Country Club, we will welcome speaker Jamie Mendelsohn, Executive Vice President of Ashar Group. Jamie Jamie earned her bachelor's and master's degrees from the University of Florida and 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. Jamie's commitment to partnering with financial professionals, knowledge of every facet of the secondary market, and diligent effort to exceed expectations are entirely unmatched.

David Luhn, attorney and managing shareholder of Norton & Luhn, P.C., will moderate this presentation.

Please RSVP no later than 12pm on Monday, March 18, 2024, keeping in mind that your reservation guarantees your meal. Guests are welcome to attend with a member at the rate of $50 per guest. Students and emeritus members have a special rate of $25. Payments can be made via check or exact cash. For those that attended our Zoom meeting on January 18, please feel free to bring a guest free of charge to this meeting. 

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