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8:30 am

How to Use Life Insurance to Meet Estate Planning Needs and Goals (6 CE Credits) – McDowall Cotter San Mateo 3/20/19 8:30 AM

March 20 @ 8:30 am - 3:00 pm
McDowall Cotter, APC, 2070 Pioneer Court
San Mateo, CA 94403 United States
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Free
Life Insurance Estate Planning

Join us on Wednesday 03/20/19 from 8:30am to 3:00pm for our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. The workshop will happen at McDowall Cotter APC San Mateo office located at 2070 Pioneer Court, San Mateo. **This event provides 6 CE credits for Collaborative Advisors, including CFP's, CPA's, EA's, and Life. […]

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