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2010-01-21 January Breakfast

January Breakfast
"Young Advisors Panel Discussion"
Thursday, January 21, 2010
 
The monthly breakfast for January 21st will be presented by our YAT Committee (Young Advisors Team). The nature of the meeting is encouragement in that a younger agent by perseverance can be successful. Due to the subject matter, CE Credit cannot be offered.
 
Your local chapter's YAT Committee is hosting a panel discussion of successful young advisors talking about what made them successful in their particular area of expertise and how they did it early in their careers.
 
 
Josh Whelen, ChFC, CLU, CFP
Pacific Capital Resource Group, Inc.
 
Josh is a Certified Financial Planner™ professional with Pacific Capital, a relationship-based financial planning firm recognized by their individual and corporate clients for quality advice, effective implementation, and superior service. In 2009, Josh became recognized as a CERTIFIED FINANCIAL PLANNER™ professional and in 2008, Josh earned Chartered Financial Consultant and Chartered Life Underwriter designations. Josh graduated Magna Cum Laude from Seattle Pacific University with a Bachelor’s Degree in Business with a concentration in Finance. While attending SPU, Josh was actively involved in Beta Gamma Sigma, an honor society focused on the study of business. Josh currently lives in Seattle with his wife and daughter, and enjoys skiing, golf, tennis, playing guitar.
 
 
Carol Guilbault, LTCP
LTC Simple
 
Carol has been a long term care insurance specialist for 10 years.  Her focus and energy has always been to serve her clients with the best possible solution for long term care.  Carol has raised the bar as an innovator developing her own unique website and method of on-line selling to give her clients an alternative way to learn and explore planning options.  As one of the youngest agents selling this “boomer” product (she began her career at 27 years of age) Carol has diversified her prospecting to include working with financial advisors, cultivating multi-life opportunities and seminar selling.
 
 
Shawn Whatley, CFM, CRCP
MassMutual Financial Group

Shawn is a graduate of Western Washington University, with a dual major one in Philosophy and the other in East Asian Studies.  He also spent one year in China at Beijing Foreign Studies University where he studied Mandarin.  After gaining some experience in sales and retail management, Shawn entered financial services in 2003 with Merrill Lynch.  Shawn transitioned his practice in 2006 to MassMutual.  He is one of only 3 advisors with MassMutual in Washington that carries the SpecialCare Planner® designation, actively advising and educating families and caregivers of individuals with disabilities and/or other special needs.  Shawn lives in Seattle with his wife and two kids and enjoys boating, fishing, cooking, and travel when he’s not at work.
 
 
LOCATION:
                    The Harbor Club
                    777 108th Ave NE, 25th Floor
                    Bellevue, WA 98004-5152
TIME:
                    7:30am Registration
                    8:00-9:00am Program & Buffet Breakfast
COST:
                    Free to paid chapter members
                    Free to first-time guests
                    $25 for Non Members
REGISTER:
                    By email - events@naifase.org 
                    By phone - Call Jenna Olson @ (206) 285-4066
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