Professional
"Rebuilding Your Foundation" Tour
On November 15, 2010 two pillars of the financial world arrived in Louisville for one exclusive event: The Kentucky & Southern Indiana Group hosted John Schlifske and Steve Forbes for a cocktail reception and presentation for 600 policy owners and friends of Northwestern Mutual. Mr. Schlifske, Chairman and CEO of Northwestern Mutual, and Mr. Forbes, President, CEO and Editor-in-chief of Forbes magazine, shared with the audience their unique perspectives on the economy. Garry Burry and clients attended this event.
47th Annual Conference of the National Association of Estate Planners & Councils
Garry, as the Estate and Business Planning Specialist for the Kentucky & Southern Indiana Group, attended the 47th Annual Conference of Estate Planners and Councils November 17-19th in San Diego.
Seminar topics such as Recent Developments, Thinking Outside the Box: Why Conventional Thinking Might Not Always Be Best for Your Client, Perpetual Dynasty Trusts: Tax Planning & Jurisdiction Selection, What’s it Worth? Life Insurance Policy Valuation and Surtaxes Involved with the New Healthcare Reform Act were covered.
Garry Pays Respect to Owen Pillans, Client and Friend
Garry had a great relationship with Owen Pillans, a 28 year Northwestern representative who died in 1995. Garry had the opportunity to honor Owen at the Legend's Lunch at the Network office gathering in April 2010 in Lexington. Next to Garry are Owen's daughters Susan Pillans and Carolyn Warnock and Carolyn's two children Matthew and Annie.
 
|
|
