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. […]