Clarkston Capital

October Program Meeting

Date: Monday, October 3, 2022
Time: 5:00pm - 7:30pm
Location: Gainey Ranch Golf Club, 7600 E. Gainey Club Drive, Scottsdale, AZ 85258
Speaker: Michael Fontanini, Lion Street, Inc.

Thank you to our sponsor.

Topic: Out of the Estate: Not Out of Reach

Michael Fontanini, MT, CFP®, CLU® is Vice President, Advanced Planning and Design with Lion Street, Inc., a national network of fiercely independent life insurance and wealth management advisors. Michael specializes in developing sophisticated life insurance solutions to meet the sophisticated needs of high net worth and business owner clients of the 190 Lion Street Firms nationwide and manages a team of four advanced case design consultants. Prior to Lion Street, his background consists of diverse experience with several life insurance companies in the areas of personal financial planning, life insurance product development and advanced markets.

Michael has earned a Master of Taxation (MT) Degree and Estate Planning Certificate through the Graduate Tax Program of Villanova University Charles Widger School of Law and Villanova School of Business, as well as the designations of Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). He is FINRA series 7 and 26 registered, a current member of the Wealth Transfer Committee and Estate Tax Working Group committee for the Association for Advanced Life Underwriting (AALU) and a former member of the Advanced Sales Committee for LIMRA.

Michael is from Des Moines, IA and currently resides in Austin, TX.


RSVP must be received by 12:00 p.m. on Thursday, September 29, 2022. Registration will close at this time.


Schedule

  • 5:00 p.m. Networking
  • 6:00 p.m. Dinner
  • 6:20 p.m. Announcements
  • 6:30 p.m. Program
  • 7:30 p.m. Program Concludes

Dinner Menu

Salad

Entrees

Dessert


EVENT CONDUCT STATEMENT

The Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.


Attending without a reservation? Please read this.


Submitting an RSVP for this event implies your agreement to the following COVID-19 policy.


 

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