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Providing Informed Guidance in the Creation, Conservation and Distribution of Estates
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Buy-sell Planning After the Connelly Case Decision

  • March 05, 2025
  • 7:15 AM - 9:00 AM
  • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

Registration

  • Non-members welcome for up to two meeting before application for membership is needed to continue to enjoy the benefits of the council.

Register

Buy-sell Planning After
the
Connelly Case Decision

Daniel Finn, JD, CLU, CFP
Principal Financial Group

1.0 CLE general credit and 1.0 CFP CE approved | CPA CPE certificates provided 

Thank you to our Sponsor: 


7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program

Dan Finn is a 1994 graduate of the University of Wisconsin law school.  He has over 25 years of experience helping clients and their advisors in the realms of business, estate, and retirement planning.  Dan spent 25 years with Northwestern Mutual, where he consulted with advisors, delivered presentations, and wrote multiple articles (including for national publications “CPA Journal” and “Estate Planning” magazine).  He was senior director in NM’s advanced planning area, and for 3 years had been the director of their trust services department.  In late 2023, Dan joined Principal’s Business and Advanced Solutions division, where he assists financial professionals and their clients with buy-sell agreements, nonqualified deferred compensation plans, and related business topics.  In addition to his law degree, Dan holds a CLU and CFP designation.  He is married and has 2 daughters.

 

MCLE PCAM: 636616

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607
Tel.  708.338.0760 | dpcepc@navandassoc.com

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