FEPCMD Annual Dinner Meeting

Date: Wednesday, November 20, 2019
Time: 5:30pm - 7:45pm
Location: Oakland Hills Country Club, 3951 W Maple Rd, Bloomfield Hills, MI 48301
Speaker: Paul S. Viren, CLU, ChFC, AEP


Cocktails:  5:30 pm to 6:30 pm

FEPCMD Annual Meeting:  6:30 pm to 6:45 pm

Presentation During Dinner:  6:45 pm to 7:30 pm

Presentation Outcomes:

  • Learn the importance of having correct beneficiary designations on non-probate assets.
  • Review case studies where the beneficiaries were impacted by inaccurate planning.
  • Affirm the need for collaboration among all advisors to work together on the importance of beneficiary designation planning.

Paul Viren, owner and president of Viren and Associates, Inc. an independent financial planning firm based in Spokane, Washington has been providing a broad  range of financial services to his clients since 1994.

Paul is a graduate of Whitworth University, Spokane, Washington and has received his credentials from the American College as a Chartered Life Underwriter and Chartered Financial Consultant. He is an LPL Investment Advisory Representative along with securities registrations 7 and 24 held at LPL Financial and 66 held through LPL Financial and Viren and Associates Inc., as well as life and health insurance.

He works with his spouse, Beth, and together they have built a successful practice of financial planning, managing over $250 million in client assets. They also provide services to employers and individuals for retirement plans, health insurance, life, disability and long-term care insurance.

In 2017 he became President of the National Association of Estate Planners and Councils having served on the Board since 2011. He is the past president of the Spokane Estate Planning Council, is an active member with Spokane Rotary Club 21, active member of the Spokane Club and has served on many boards and civic groups in the community.

Paul is an avid backpacker and runner, loves to turn wooden pens from exotic wood from around the world and wine tasting…not at the same time!

Related Document(s):

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