BDIT'S: Beneficiary Defective Inheritor's Trusts

Date: Thursday, July 13, 2017
Time: 11:15am - 1:30pm
Location: SDSM&T King Center, Christensen Hall of Fame Room
Speaker: Michael W. Halloran

       Michael W. Halloran is a Wealth Management Advisor with Northwestern Mutual and has been in the financial services industry for over 40 years.  In addition, Mr. Halloran is an Estate Strategies Group Advisor and is part of the Estate Business Planning Specialist Study Group. In 2015, Mike was elected into the NAEPC Estate Planning Hall of Fame® and Honored as an Accredited Estate Planner® (Distinguished) designee by the National Association of Estate Planners & Councils. Mike has two master degrees and eight professional designations.  Mike taught at the University of North Florida for over 14 years.

     Mr. Halloran guides clients in reaching financial security from every aspect through long-term relationships that are based on value and integrity.  His approach to financial planning involves analyzing, planning, and implementing customized strategies. He is committed to providing comprehensive, integrated financial plans that reflect the clients’ values and support their lifelong goals.  More specifically, Mr. Halloran’s expertise lies in estate and business planning for individuals and businesses.  






See Upcoming Event Calendar