Robert D. Cavanaugh, CLU

Professional Development:

--Chartered Life Underwriter (CLU) designation, 1973, The American College, Bryn Mawr, PA. The CLU designation is like the CPA designation in accounting and is the equivalent of obtaining a Masters Degree in insurance. Instruction includes courses in economics, accounting, finance, pension planning, social security, life insurance law, trusts and estates, federal income tax law, business insurance and estate planning.
--Graduate: LSU School of Pension & Profit Sharing.
--Mass Mutual Pension School.
--Certificate courses in business insurance, advanced underwriting, and disability income.
--Northwestern Mutual Advanced Underwriting School.
--Mass Mutual Management School.
--Numerous seminars, symposiums, courses and conferences on taxes, employee and executive benefits, qualified plans, estate planning, charitable planned giving, long term care, annuities, IRA distribution planning, and post-retirement financial planning.

Interests and Hobbies:

Organizational Activities:

--Past President, Alumni Board, Sigma Phi Epsilon Fraternity.
--Boy Scout Explorer Division Chairman.
--Cub Master, 2 years, Pack 166 Catalina Council.
--United Way.
--St. Alban's Episcopal Church: Vestry member, Lay Reader, Chalice Bearer, Finance and Building Fund committees.
--Marriage Encounter Transition Leader.
--Little League baseball coach: 12 years.
--Tanque Verde Little League All Star Coach.
--Tucson Toros Youth Winter Baseball coach: 4 years.
--Arizona Interscholastic Association Certified baseball umpire.
--St. Luke's Home for Women: Conducted Sunday services.

Hobbies:

--Running, physical fitness, tennis, wood carving, 5-string banjo and duplicate bridge.

Homepage:
http://theestatepreservationadvisor.com