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Educational Workshop for Financial Professionals, Estate Planning Update – 2023 and Beyond
October 20, 2023 @ 8:30 AM - 3:00 PM
*Registration begins at 8:15AM*
This event is complimentary, lunch is provided, and seating is limited!
Program Topics:
- Foundational Estate Planning
- Secure Act Update
- Proactive Planning for Long Term Care Expenses
- Return Estate Taxation and Strategies
- Legacy Planning and Asset Protection
- Importance of Collaboration in Planning
Please Register as soon as possible as seating is limited to 30.
Registration for October, 20, 2023
Register Here: