Dear Members & Guests:
Please join on us on Friday, July 20 to learn more about employee benefits. Whether you are an entrepreneur and are new to employee benefits or you are looking at reviewing or updating your existing employee benefits plan this presentation will provide useful information. We are very pleased to invite Tony Cubellis, President of Northwest Capital Conservers, Inc., a Bellingham-based financial broker service firm to speak to our group. Tony draws from 40 years of industry experience as he presents on employee benefits such as health insurance, retirement plans, life insurance, disability insurance, key man insurance, and more.
Northwest Capital Conservers is an associate member of TAG and is one of 3 local brokers of the WSA employee benefits purchasing cooperative. His presentation will focus on the many services that are available to TAG members through the WSA Benefits Trust.
This will be a popular meeting so please RSVP by clicking as soon as possible.
Date and Time: Friday, July 20 from 12:00 - 1:15 pm.
Location: DIS building at 1315 Cornwall Ave., Bellingham, WA
Cost: Free for members, $10.00 at door for non-members to cover lunch.
About Tony Cubellis
Tony Cubellis is the President of Northwest Capital Conservers, Inc. a Bellingham-based financial broker service firm. As an independent financial planner he specifically works with owners of small closely held businesses – less than 350 lives. Tony holds a Masters of Science Degree in Financial Service and is a Charter Life Underwriter, Chartered Financial Counselor, and Life Underwriter Training Counsel Fellow.
Tony is a member of various financial and insurance industry groups and currently serves as advisory board member of the Office of State Insurance Commissioner. In the past he has served as President of State Life Underwriters Association (NAIFA-WA), Northwest Estate Planning Counsel (NWEPC) and Northwest Life Underwriters Association (NAIFA- NW). Tony is a 20 year Life & Qualifying Million Dollar Round Table Member. Tony is a member of the Rotary Club of Whatcom County North and is a past President of the Cascadia Chapter of Society of Financial Service Professionals.
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