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Life Insurance as a Tool for Advanced Estate Planning – 6 CE Credits for Financial Advisors holding Life, CFP, CPA, and EA Licenses
September 26, 2018 @ 8:30 am - 3:00 pm
Complimentary Education Opportunity for Collaborative Advisors Only
Life Insurance as a Tool for Advanced Estate Planning
Date: Wednesday, September 26, 2018
Time: 8:15am Registration
Presentation: 8:30am to 3:00pm
Location: 2070 Pioneer Court, San Mateo, CA
Continental Breakfast and Lunch will be provided.
Join us on Wednesday, September 26, 2018 from 8:30am to 3:00pm at McDowall Cotter for a special complimentary education event in which we will cover Life Insurance as a Tool for Advanced Estate Planning.
To learn more about this class, please click here
To sign up for this class, please click here
*For Collaborative and Financial Advisors holding CFP, CPA, EA and Life Licenses.