Los Angeles Northern Trust Tour
Northern Trust hosted several Lunch & Learn events and cordially invited Michael and Nick to present to their most well-regarded attorneys, bankers and CPAs in Los Angeles, where they discussed how premium financed life insurance can be utilized for domestic and international high net worth clients.
Cocktails, Cuisine and a Conversation about Premium Finance
Last week, Vérité teamed up with Peter Culver of IWM Advisors to host Cocktails, Cuisine and a Conversation about Premium Finance. We were honored to meet several of New York's centers of influence during the dinner at Maialino Restaurant in New York City's Gramercy Park Hotel, and we hope everyone enjoyed the evening.
Business Planning in Action
On December 15th, we hosted a private event with a group of local southern Florida advisors to develop out an individualized Business Plan. The event was led by renowned business coach Norm Trainor of the Covenant Group and sponsored by Pacific Life. Each advisor was able to spend the day with guidance to figure out how they can achieve their business goals for 2018 and beyond.
Michael and Nick caught up with Mike Pepe at the Lion Street lounge at Heckerling's 52nd Institute on Estate Planning. With so many changes in the recent Tax Reform, there was plenty of information to cover and great trusted advisors to connect with!
Miami Art Deco Weekend
Michael and Iris took a stroll through Miami's famous Art Deco weekend, a culture-themed festival focused around architecture, art, music, and food. He made a few feathery friends along the way too!
Presenting to Texas Tech University
Michael and Nick were online guest presenters on Premium Finance for undergraduate and graduate students for an Insurance and Risk Management class geared towards students in the Financial Services field.