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