Opportunities in Estate Planning (CE)
October 15 @ 8:30 AM - 3:00 PM
While estate planning has always been a crucial part of comprehensive personal planning, recently the interest in preparing for incapacity and death has increased greatly. In our experience, the point-person to motivate clients to prepare their affairs is the financial professional.
The goal of this workshop is to ensure that advisors understand foundational concepts, learn the importance of asset protection, and are aware of upcoming developments in the law.
This workshop is worth six CE Insurance credits (for Wisconsin only).