Bell Bank

Charitable Remainder Trusts, Charitable Lead Trusts, Donor Advised Funds, Due Diligence in Choosing Life Insurance

Date: Wednesday, February 19, 2020
Time: 1:00pm - 4:00pm
Location: Holiday Inn 3803 13th Ave S Fargo ND 58103
Speaker: Michael Halloran

Michael W. Halloran is a wealth management advisor with Northwestern Mutual Investment Services LLC and is an Estate Strategies Group Advisor and a member of Northwestern Mutual’ s Estate Business Planning specialist study group. He has been in the financial services industry for over 40 years. Mike carries securities registrations 1, 8, 63, and 65 and, along with his team, has a vibrant practice managing over $225 million of client assets.

A graduate of Florida State University and The American College, his approach to financial planning involves analyzing, planning, and implementing customized strategies and while he remains committed to providing comprehensive, integrated financial plans that reflect the clients’ values and support their lifelong goals, his true passion lies within estate and business planning for individuals and businesses.

Mike has received several industry awards and has been featured in national publications including National Underwriter, Capital Executive, New York University Review, Money, Life Association News, Life Insurance Selling, USA TODAY, New York Times, Chicago Tribune, Congressional Quarterly, and Dow Jones News, and speaks regularly throughout the United States on a variety of topics. He was inducted into the NAEPC Estate Planning Hall of Fame® in November 2015 and was honored with the Accredited Estate Planner® (Distinguished) designation at that time

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