Life Insurance as a Funding Tool in Estate Planning

Life Insurance as a Funding Tool in Estate Planning

Munish Mehan and Neeraj Pardeshi

Munish is an independant insurance and investment advisor licensed in Alberta, BC, Saskatchewan and Ontario.  He is a qualifying member of the Million Dollar Round Table Club and an active member of Advocis.  Munish has a degree in Engineering as well as CFP and CLU designations.

Neeraj has almost 20 years of management and consulting experience and specializes in integrating insurance solutions as part of the overall financial security of high net worth clients.  Neeraj has a MBA in Marketing and CFP, CLU and CHS designations.  Neeraj is also a member of CALU.

YOUR REGISTRATION OPTIONS ARE: Registration is required for in person attendance. 

REMINDER:  If you are a Member paying the ALL INCLUSIVE annual rate, you must still register for the event at no charge.  

Please note:

To ensure that The EPCC is able to provide accurate numbers to the Calgary Golf and Country Club, we ask that you register both yourself and your guest (where applicable) no later than the Thursday evening prior to the event. Registration is not transferable.

We also remind you that the Calgary Golf and Country Club has a strict NO DENIM and NO CELL PHONE policy and we ask that all members adhere to these requirements.