Join us on Wednesday, November 20 at McDowall Cotter from 12:00pm -1:15pm for our presentation on What to Do When a Loved One Dies at our office at 2070 Pioneer Court, San Mateo. 1.5 CE credits for CFP’s will be provided for in-person attendees only. During...
On Wednesday September 18th, 2019 from 8:30am to 3:00pm, McDowall Cotter will be hosting Part 1 of our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This seminar will take place at McDowall Cotter APC San Mateo office...
Join us on Wednesday, September 4th, 2019 from 12pm to 1:15pm for a Planning for a Loved One with Special Needs seminar at McDowall Cotter San Mateo located at 2070 Pioneer Court, San Mateo. McDowall Cotter will be offering 1.25 CE credits for CPA’s and 1.5 CE...
Please join us for our seminar on What we Parents Worry About – Keeping In-Laws from Becoming Out-Laws from 12:00pm – 1:15pm on Wednesday, June 19th! McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA. McDowall Cotter will be offering a...
Join us on Wednesday 1/30/19 from 12pm to 1:15pm for our twice a year Collaboartive Advisor’s Roundtable. The event will happen at McDowall Cotter APC San Mateo office located at 2070 Pioneer Court, San Mateo. This is an Invite-Only*** event. If you...
