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BEGIN:VEVENT
DTSTART:20250909T133000Z
DTEND:20250909T150000Z
LOCATION:Maggiano's, 7401 South Clinton St., Englewood, CO 80112
UID:2716020250909T133000ZEPCSED Meeting: Planning Opportunities After The BBB
DTSTAMP:20260406T235557Z
DESCRIPTION:\n \n \nPresentation:\n \nPlanning Opportunities After The BBB\n \n \n \nPresented By: \n \n \n \n \n \nStephen Alloy is Field Director of Pacific Life’s Advanced Designs Unit, a highly recognized team of advanced-markets experts in the life-insurance industry. He answers questions, presents virtual and in-person presentations, and produces informational materials for financial professionals about advanced markets topics, such as estate planning, charitable giving, and business planning.\n \nWith over 40 years’ experience in law and insurance planning, Stephen joined Pacific Life’s Advanced Designs Unit in 2024. Previously, he served on the Advanced Markets team at Mutual of Omaha for over 16 years after a two-decade career combining law and financial services practices. His primary focus in his practice was business-succession planning and general business planning along with real estate and estate planning.\n \nStephen graduated from the University of Iowa with a BA in English/Creative Writing and earned his juris doctor degree at Loyola University of Chicago School of Law. He then earned his MBA from the J.L. Kellogg Graduate School of Management, Northwestern University. He is admitted to the state bars of New York and Illinois.\n \nIn his spare time, Stephen enjoys performing improv comedy, working on his comedy podcast, and spending time with his wife, Theresa, and their three grown children and one grandchild.\n \n \n \n ------\n\n \n \n \nSponsors:\n \n \nA special thank you to our generous 2025 sponsors:  \n \n[  ](https://thegrossmanteam.com/)\n \n [](https://www.charleswilsoncpa.com/)\n \n \n \nMeeting Schedule:\n \n7:30 a.m. - 8:00 a.m.: Networking \n 8:00 a.m. - 9:00 a.m.: Speaker presentation \n\nMeeting Registration:\n \nGuests are welcome to attend one meeting at no charge, and may attend subsequent meetings for $30 per meeting.\n \nBe sure to RSVP so that we have an accurate count and sufficient seating at the restaurant. Email stephanie@nonprofitadmin.com or hit "reply." \n \nPlease forward this invitation to anyone you think may be interested in the group -- and bring a guest!\n
SUMMARY:EPCSED Meeting: Planning Opportunities After The BBB - Estate Planning Council of Southeast Denver 
PRIORITY:3
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TRIGGER:PT18H
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DESCRIPTION:Reminder
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