Meeting Date: Wednesday, September 16, 11:30am - 1pm
Meeting location: The Elks Lodge, 702 NE 25th Avenue, Ocala, FL 34470
About the Speaker: Bruce Udell, ChFC, MCEP, CLU, RFC (Photo attached) Bruce Udell is an estate planning expert, author, and speaker with over 35 years of experience. As the CEO of Udell Associates and Retirement Wealth Specialists, he has spoken at annual conferences for the Million Dollar Round Table (MDRT), the Top of the Table (TOT), Forum 400, and for a nationwide teleconference for the Society of Financial Service Professionals (SFSP). He is the founder of the Pendragon Financial Network (http://pendragonnetwork.com), an elite membership group of estate planning experts committed to providing clients with the highest quality service possible. Bruce possesses the unique ability to break complex insurance concepts into simple, bite-sized pieces while simultaneously empowering clients to reach their own conclusions. In his conversational-style presentation, he connects with his audiences in the same deeply authentic manner of a one-on-one client meeting. Challenging them with a series of logical questions and signature stories, he helps audiences build an entirely new perspective of the insurance industry through active participation.
Bruce is a Chartered Financial Consultant, Master Certified Estate Planner, and Chartered Life Underwriter, and holds an Advanced Estate Planning certificate from the American College in Bryn Mawr, Pennsylvania. Recognized as the foremost authority on estate planning, he frequently provides his proven expertise to CPAs, attorneys, and trust officers. Displaying extraordinary commitment to his industry, he was honored as a Life Member of MDRT and is a past Advisory Board member of the Top of the Table. In 2012 and 2013, Bruce was honored as a Five Star Wealth Manager in the Sarasota, Florida market.
Bruce is the author of the bestselling book Enjoy Your Wealth And Pass It On and is a contributing author to the Florida Bar's Basic Estate Planning in Florida, Fifth Edition.