Long Term Care
Date: Wednesday, October 6, 2010
Time: 6:00 PM - 8:30 PM
Location: Victoria Club , 2521 Arroyo Drive in Riverside)
Speaker: Robert Burton, CLU, ChFC, LLB, AEP
Profile of Robert E. Burton LLB CLU ChFC AEP
Director of Advanced Planning, Provada Insurance Services
Robert E. Burton LLB CLU ChFC AEP, a graduate of Yale University and Columbia Law School, has had a long and distinguished career in the life insurance industry. For 20 plus years, he was New York Life’s West Coast Senior Advanced Planning Consultant and then spent four years as VP of Management Compensation Group-SF, specializing in non-qualified benefit plans for large corporations. He then became a NYL agent and later affiliated with The Silver Group, which joined Provada Insurance Services in 2006 where he is Director of Advanced Planning.
An award-winning author and a prolific speaker, he has lectured before numerous estate planning councils and other industry groups, at several estate planning symposiums, including the Practising Law Institute’s 37th Annual Estate Planning Institute in San Francisco, twice at MDRT and twice at the Association for Advanced Life Underwriting, to both CPA and FPA organizations, and at several CLU Institutes and Symposiums. A member of three San Francisco Bay Area estate planning councils, he is a former President of the San Francisco EPC and is a Board member of the National Association of Estate Planners & Councils, which awarded him the Accredited Estate Planner designation. He is also very active in community affairs and is a former two-term Mayor of Mill Valley, a suburb of San Francisco.
An award-winning author and a prolific speaker, he has lectured before numerous estate planning councils and other industry groups, at several estate planning symposiums, including the Practising Law Institute’s 37th Annual Estate Planning Institute in San Francisco, twice at MDRT and twice at the Association for Advanced Life Underwriting, to both CPA and FPA organizations, and at several CLU Institutes and Symposiums. A member of three San Francisco Bay Area estate planning councils, he is a former President of the San Francisco EPC and is a Board member of the National Association of Estate Planners & Councils, which awarded him the Accredited Estate Planner designation. He is also very active in community affairs and is a former two-term Mayor of Mill Valley, a suburb of San Francisco.