The Past, Present and Future of Long Term Care Insurance - Also: Special Meeting of the Membership

Date: Thursday, November 16, 2017
Time: 11:30am - 1:00pm
Location: Cypress Lake Country Club
Speaker: Brian S. Simon, CLU, ChFC

Brian Simon, ChFC, CLU joined Alliance Financial group in 2004.  He describes his work as "big picture planning" for successful professionals, executives and small business owners. Every plan design begins with protection first.  Brian currently serves as the Estate Planning Council's 2nd Vice President.

Brian and his wife Mindi have called Southwest Florida home for more than 20 years.  They have two teenage children.  Brian, originally from Kansas City, MO, enjoys playing basketball and tennis.  


THIS WILL BE A SPECIAL MEETING OF THE MEMBERSHIP:  Discussion and vote will be taken on the dues and Bylaws changes that were emailed to all members.

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