The Charlotte Estate Planning Council (CEPC) is hosting a Young Professionals Group lunch with a special panel conversation focused on the importance of connection and industry networking. Geared towards Estate Planning professionals 40 years of age and younger, we hope to have you join us as we hear from sales and networking specialist, Davis Conway of Spiracle Media and Ken Samuelson of Morehead Group who will share the fundamentals of how to make meaningful connections.

Parking is located in the lot directly across form the building (note the sign states a vehicle must have a permit, but this is not the case), or where street parking is available.

Panelists:
Davis Conway
Davis leads the Sales effort at Spiracle Media. To drive business, he's attended over 400 networking events in four years. He's seen the impact that networking can have and is now on a mission to spread the word. Meeting new people who can provide value leads to greater opportunities and, in turn, an improvement in one's career. Davis will offer advice on how to find the right events and how to discover value when meeting people at an event.

Ken Samuelson
As President of Morehead Group, Ken brings practical experience and broad knowledge of sophisticated insurance and estate planning strategies for wealthy families and their businesses. As a natural collaborator, Ken consults with clients and their advisors to provide life insurance solutions that are efficient, durable and carefully built to meet the client’s personal and professional goals.
As an alumnus of UNC Chapel Hill, Ken initially started his career in the accounting world and obtained his CPA designation before joining Morehead Group in 1986.
Ken has held numerous positions of influence within the life insurance industry. He is a member of The Forum 400 and has served as an AALU (now Finseca) Board member. Ken also serves on the Valmark Advisory Board, as well as the board of National Christian Foundation (NCF) Carolinas, and the Steering Committee of The Charlotte Estate Planning Council. He is active in several civic and community organizations including the Charlotte Rotary Club and Queens University Estate Planners Day Committee.
Outside of the office, you will find Ken spending time with family, friends and actively participating in his church. Ken is married to Betsy and finds great delight in their children and grandchildren.

Registration is $15 and includes a boxed lunch. This event is open only to CEPC Young Professionals (attendees must be 40 years or younger).