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Philadelphia Estate Planning Council

Event Details

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  • March 2025 Educational Program & Cocktail Reception

March 2025 Educational Program & Cocktail Reception

  • Thursday, March 20, 2025
  • 3:30 PM - 7:00 PM
  • The Union League of Philadelphia, 140 S. Broad Street, Philadelphia, PA 19102

Registration

(depends on selected options)

Base fee:

Register

Watch for more information soon!

AGENDA
3:30 – 4:00 p.m. Registration
4:00 – 5:00 p.m. Program
5:00 – 7:00 p.m. Cocktail Reception

PROGRAM OVERVIEW

Watch for more information soon!

Speaker:  

Jay Judas provides strategy, validation and structure to a wide range of individual and corporate life insurance clients. He founded Life Insurance Strategies Group to offer unbiased and pragmatic advice to enhance and simplify the distribution, sale and purchase of life insurance.

​Jay is a former senior executive with carriers Crown Global Insurance Group and BF&M Insurance Group. He served as the Country Manager for Life Insurance Distribution for Sun Life’s Bermuda Branch and for Old Mutual (Bermuda) Ltd. He holds a JD from Rutgers University School of Law, a M.Sc. in Leadership from Northeastern University and a BA in Communications from the University of Northern Iowa. Jay is a long-time member of Finseca, the leading voice in financial security.

One Education Credit for CLE-Ethics (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.



Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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