Hello Valued QCEPC Members & Guests!

Please join QCEPC Thursday 11/21/2019 Luncheon Program 11:30 am - 1:00 pm for an informative Program on:

Topic: "I hate insurance ~ how about you?... Answers to all of the insurance questions you always wanted to ask an insurance insider.”

Speaker: Howard Kite, CFP, ChFC, CLU ~ of Forum Financial Mangement, LP (Lombard,IL) https://www.forumfin.com/about-us#howard-kite

Location: The Outing Club, 2109 Brady Street, Davenport, IA 52803

11:30 am to Noon                    Lunch

Noon to 1:00 pm    Program and Q & A

Cost:   FREE for QCEPC Dues-Paying Members

$45 for Guests & QCEPC Non-Dues-Paying Lifetime Members

PLEASE RSVP by Monday 11/18/19 to QCEstatePlanningCouncil@gmail.com

Application for IA CLE Credits will be submitted for this Program

 

More on our Speaker:

Howard Kite, CFP, ChFC, CLU ~ of Forum Financial Mangement, LP (Lombard,IL)

Howard prides himself on working with clients to help them achieve their financial goals by implementing value-driven portfolios. He spends much of his time consulting with financial advisors across the country helping them translate the often-confusing world of financial and insurance products into understandable bites so their clients can make informed decisions.

Howard entered the financial services industry in 1981, one of the original Principals of The Terra Financial Companies, now Cetera Financial Specialists. While there until 2009, Howard was Chief Operations Officer and Senior Vice President of Sales and Practice Management at which point he affiliated with Forum Financial Management, LP working in various aspects of supporting the growth of the company.

Forum has a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.

Howard received his Bachelor’s degree in Finance and Business Education from Northern Illinois University. He is a member of the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors. Howard rounds out his life by leading classes for the National Alliance on Mental Illness (NAMI) and providing support for people who have family members with a mental illness. His extra mind space is occupied with planning the next great canoe and fishing trip.

 


Quad City Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.