McDowall Cotter - Attorneys at Law
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Vlog – Truths and Myths About Estate Planning – McDowall Cotter 5/20/2020 12:00pm

Join us on Wednesday, May 20th from 12:00pm – 12:30pm for McDowall Cotter’s vlog on Truths and Myths About Estate Planning.  To access this vlog, please click here:https://us02web.zoom.us/j/82897238494 If you have questions about how or why you need to...

How to Use Life Insurance to Meet Estate Planning Needs & Goals (6 CE Credits) – 3/18/2020 8:30am

Join us on Wednesday, March 18th from 8:30am to 3:00pm for our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This event provides 6 CE credits for Collaborative Advisors, including CFP’s, CPA’s, EA’s, and Life for in-person...

What to do When a Loved One Dies – McDowall Cotter San Mateo 11/20/2019 12:00pm

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...

How to Use Life Insurance to Meet Estate Planning Needs & Goals – McDowall Cotter San Mateo 9/18/2019 8:30am

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...
Life Insurance as a Tool for Adv. Estate Planning (6 CE Credits) – McDowall Cotter San Mateo 3/27/19 8:30 AM

Life Insurance as a Tool for Adv. Estate Planning (6 CE Credits) – McDowall Cotter San Mateo 3/27/19 8:30 AM

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...
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San Mateo, CA 94403
Tel: 650-572-7933
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