ESTATE PLANNING COUNCIL OF SEATTLE

Cocktails 5:00pm

Presentation & Dinner 6:00-7:00pm

“Business Secession: Connelly vs United States – In Depth Technical Case Study”

Speaker: David Fain, CFP, CLU

 AssuredPartners 

David Fain is a Financial Advisor at AssuredPartners in Seattle, Washington. In this role, David provides clients with innovative solutions and professional direction designed to help them accomplish their financial objectives. With 16+ years of experience in the financial industry, he is well positioned to confidently guide clients through difficult, and often complex, decision-making processes.

Before joining AssuredPartners, David spent more than 13 years as a Financial Advisor at Northwestern Mutual/Fain Financial Services serving the financial needs of families and business. Prior to joining Northwestern Mutual, he was a Financial Analyst at Deloitte, where he researched key success factors for the largest global financial services firms. These experiences have provided David with a strong understanding of what it takes to be successful in the financial services industry.

David received a BS in entrepreneurial management from The Wharton School at the University of Pennsylvania, and his MBA in entrepreneurial management from the Franklin W. Olin Graduate School of Business at Babson College.

Co-Speaker - Vicente Pina, MBA, AEP, CLU, ChFC

Prudential, Director of Advanced Planning

Vicente Pina has nearly 30 years of experience in Advanced Planning and Advanced Marketing. He serves as
a Director on Prudential’s Individual Life Insurance Advanced Planning team. Vicente brings over 34 years of
experience in the financial services industry to the team, and has worked predominately in the development,
marketing, distribution, and support of life insurance. Vicente’s primary focus at Prudential is life insurance
planning for the ultra affluent, strategies for high-net-worth and foreign national clients, and advanced case
design. He has spoken at events throughout the United States and Globally.