ESTATE PLANNING COUNCIL OF CHATTANOOGA

 

Michael W. Halloran, CLU, ChFC, CFP, AEP, LUTCF, RHU, REBC, is a Wealth Management Advisor with the Northwestern Mutual Financial Network. In addition, Mike is an Estate Strategies Group Advisor (ESG) and also part of the Estate Business Planning Specialist Study Group (EBPS).

 

Mr. Halloran is serving as Past President of the National Association of Estate Planners and Councils and was National Director of the Society of Financial Service Professionals. He has been the President of the Jacksonville Association of Insurance and Financial Advisors, Jacksonville Seminole Booster Club, Northeast Florida Estate Planning Council, Society of Financial Service Professionals, and General Agents and Managers Association. Furthermore, Mr. Halloran enjoys running, public speaking, teaching part time at the University of North Florida, and spending time with his wife. Mr. Halloran has been involved within the financial industry for over 40 years.

 

Mr. Halloran has published many articles and columns during his career. The most recent being the Capital Executive Magazine, Winter 2011 issue, “Time for your Association’s Financial Check-Up” followed by, New York University Review of Employee Benefits and Executive Compensation, October 2009 “The Cash Value Beneficiary Defective Inheritor’s Trust (The ‘Cash Value BDIT’): Creating a More Flexible and Comprehensive Wealth Accumulation and Retirement Plan”.   In addition, Mr. Halloran wrote an article titled the December 10,2007 issue of National Underwriters “For Large Estates, Consider Grantor Retained Annuity Trusts”. This article explained the use of GRATS as an aid in paying off a financed insurance loan for Estate Planning purposes. Other articles include the February 2007 issue of Money Magazine which gave specific detail on protection needs for a high profile television character.

 

Mr. Halloran has a passion for public speaking and has been on several speaking tours. Mike has spoken to the graduating Medical School students at Louisiana State University. He has spoken to Residents and Fellows at Mayo Clinic and the University of Florida as well as many other universities.