2008 NAEPC Officers

PRESIDENT
Walter Lee Davis Jr., Attorney, CPA, AEP, EPLS
Walter Lee Davis Jr. PC,
Johnson City, Tennessee
Affiliated with Tri-Cities Estate Planning Council
PRESIDENT-ELECT
Kathleen J. Belmonte, CTFA, AEP
Sabal Trust Company
Tampa, Florida
Affiliated with Tampa Bay Estate Planning Council
VICE PRESIDENT
Michael Halloran, CLU, ChFC, AEP, CFP®, REBC, RHU, LUTCF, MSFS, MSM
Northwestern Mutual Financial Network
Jacksonville, Florida
Affiliated with Estate Planning Council of Northeast Florida
Joseph Falanga
TREASURER
Joseph V. Falanga, CPA, AEP
Schonbraun McCann Group
New York, New York
Affiliated with Estate Planning Council of New York City
Photo
SECRETARY
Clark B. McCleary
, CLU, ChFC, MSFS, AEP
McCleary & Associates
Houston, Texas
Affiliated with Houston Estate and Financial Forum
IMMEDIATE PAST PRESIDENT
Gary L. Flotron, MBA, CLU, ChFC, AEP
G.L. Flotron & Associates
St. Louis, Missouri
Affiliated with Estate Planning Council of St. Louis

 
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Plan now for National Estate Planning Awareness Week
October 20-26, 2008

 

Learn more about the Tax & Legal Seminar, a pre-Conference opportunity for technical education attendees on Wednesday, November 12, 2008

2007 Conference Highlights and Photos!

 
The NAEPC Foundation Needs Your Help

Councils: Approve the Every Council Campaign

 

 

 


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