Join us on Wednesday 03/27/19 from 8:30am to 3:00pm for our CE credited workshop, Life Insurance as a Tool for Adv. Estate Planning. 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, such as CFP's, CPA's, EA's, and Life. Lunch will […]