Meeting Information
Date:
Tuesday June 2, 2020
Time:
3:30pm - 5:00pm
Location:
ZOOM MEETING

Time is US PDT.

You must register on The FENG website by Monday, June 1st, 2pm to attend the virtual meeting.

You will be sent the Zoom link 24 hours prior to the meeting.

If you miss the deadline or do not receive the link, please write to:
Mark Johnson
(602) 882-3086
[email protected]
Directions:

Meeting capacity:

20

Suggested Donation:

Agenda:
Topic: Addressing Five Key Areas of Capital Accumulation and Protection

Speaker: J. Darren Wallace, a register agent for NY Life, and owner of Wild Olive Insurance

Presentation:
- Increase asset protection
- Reduce income tax liability
- Enhance retirement planning
- Decrease capital risk
- Reduce estate cost

Speaker's bio:
As Principal of Wild Olive Insurance & Financial Services LLC, Darren’s first and foremost priority is his clients. He focuses on working to crystalize financial objectives and implement retirement and estate strategies for his clients. This is achieved by the use of appropriate insurance and financial products. Darren also provides service support for small to medium size closely held corporate group benefits and 401(k) plans.

Darren is a qualifying Lifetime member of the Million Dollar Round Table (MDRT) and a member of the National Association of Insurance & Financial Advisors (NAIFA). He is a Registered Representative of NYLIFE Securities LLC (Member FINRA/SIPC), a licensed Insurance Agency and is securities licensed with Series 6 and 63. He is state life and health insurance licensed. Wild Olive Insurance & Financial Services LLC is based in Scottsdale, Arizona. He has grown his practice from a local Arizona service to a firm that can offer life, health insurance and securities products in multiple states. He is passionate about speaking and regularly conducts seminars on retirement planning and other financial topics.

Over the last 33 years, Darren has held positions in sales, sales management, a six course instructor for the Dale Carnegie courses, insurance agent, financial professional and principal. Darren has a B.S. in Business from Oregon State University.

Darren loves spending time with his wife and adult children exploring Yellowstone, hiking Glacier National park and other parks. On his bucket list is the goal of seeing every national park with his family. Darren feels a need to give back to his community. He is very involved with his local church and excited about any impact he can make in the community to further develop children.

Contact Darren at:
Wild Olive Insurance & Financial Services LLC
5425 E Bell Rd Suite 111
Scottsdale, AZ 85254
480-641-6190
[email protected]
www.wildolivefinancial.com
For meeting information, please contact:

Mark Johnson

(602) 882-3086
Attendees
7
Please login/register in order to RSVP and see the participants list.