Out and About
Vérité & Proformex
At Heckerling's 53rd annual meeting this year, Michael S. Seltzer had the opportunity to catch up with Proformex's Mike Pepe, as this professional development Institute brings out the creme de la creme of members who work together on an estate planning team. We are so thankful to see everyone and for the deep, on-going relationships with top attorneys, CPAs and wealth management professionals who make this Estate Planning Institute a success!
Lion Street's Annual Indaba Meeting
Last week, Michael attended Lion Street's annual Indaba meeting, a concept stemming from the South African roots that refers to a 'community, or gathering within a community to discuss business matters.' This meeting was full of fellow Lion Street owners, relevant industry updates, and value-adding presenters within a group of some of the top producers in the country. Michael is seen presenting here with Glen Blauch of Naples, Florida.
FedEx Cup Playoffs at the Ridgewood Country Club
Last week Michael and Iris were invited to the FedEx Cup Playoffs at the Ridgewood Country Club in Paramus, NJ as guests of Dave Blowers, President of Wealth Management at Northern Trust. This PGA event was full of sunshine, a beautiful course, and an enjoyable time expanding relationships with friends and colleagues, including John Popa of Northern Trust in New York.
Congratulations to the newlyweds!
Last weekend we celebrated the union of Michael Seltzer's son, Jarrett, and his new wife Aly. Not only was this a beautiful wedding celebration, but a fun time to make memories with close family and friends.
Out and About: Skeet Shooting with Friends!
A big thank you to Eric Stiba and Ernie Stiba of Stiba Financial Services for hosting Nick Bowman of Vérité Group and Michael Fontanini of Lion Street at their annual event. What a fun way to share industry updates and practice some skeet shooting!
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!