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DTSTART:20240326T213000Z
DTEND:20240326T230000Z
LOCATION:Poinsett Club
UID:2576220240326T213000ZMarch Dinner Meeting - “Planning with respect to Surging Interest Rates” + other interesting information
DTSTAMP:20260702T162426Z
DESCRIPTION:\nPlease join us for the GEPC March Dinner Meeting to hear Tom Pauloski, J.D., Senior National Director, Trust and Estate Planning, Bernstein provide an update on Planning with respect to Surging Interest Rates plus other interesting information\n \nWe will have cocktails and networking from 5:30pm - 6:00pm and dinner and presentation at 6:00pm.  \n \nGuests and prospective members are welcome and encouraged.\n \nThis event is sponsored by [Freeman's Hindman Auction and Appraisal Services](https://www.freemansauction.com/services/trusts-estates-private-clients) \n \nTHOMAS J. PAULOSKI is National Managing Director for Wealth Planning and Analysis, the research division of Bernstein Private Wealth Management’s Private Client Group.  He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions.  Previously, Tom was a partner at the Chicago law firm of Winston & Strawn LLP, where he concentrated his practice in estate, tax, and business planning.  Tom also has been a member of the Chicago law firm of Levin & Schreder, Ltd., a Vice President in the Private Client Group of Zurich Life in Long Grove, Illinois, and a partner at the Chicago law firm of Schiff Hardin & Waite.\n \nTom is a nationally known speaker on estate planning, tax, and insurance issues, and has written numerous articles and continuing legal education materials on estate planning topics.  He serves on the faculty of the American Bankers Association National Trust and National Graduate Trust Schools, and has served on the adjunct faculty of the Cannon Financial Institute Schools.  Tom has been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School.  Tom also has served on the editorial board of Trusts & Estates magazine.  He retired from the United States Naval Reserve in 2003, after 21 years of service.\n \nTom received his bachelor of science degree in environmental engineering from Northwestern University, and his juris doctor, magna cum laude, from Loyola University Chicago School of Law, where he served as editor-in-chief of the Loyola Law Journal.\n \n \n
SUMMARY:March Dinner Meeting - “Planning with respect to Surging Interest Rates” + other interesting information - Greenville Estate Planning Council 
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DESCRIPTION:Reminder
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