How to Use Life Insurance to Meet Estate Planning Needs and Goals
Date: September 20, 2017
Time: 8:15am Registration
Time: 8:30am to 3:00pm Presentation
Continental Breakfast and Lunch will be provided.
Join us on Wednesday, September 20, 2017 from 8:30am to 3:00pm at McDowall Cotter located on 2070 Pioneer Ct., San Mateo, for a special complimentary education event in which we will cover How to Use Life Insurance to Meet Estate Planning Needs and Goals.
To sign up for this class please click here
*For Collaborative and Financial Advisors that hold CFP, CPA, EA and Life License.
Life Insurance as a Tool for Advanced Estate Planning
Date: September 27, 2017
Time: 8:15am Registration
Time: 8:30am to 3:00pm Presentation
Continental Breakfast and Lunch will be provided.
Join us on Wednesday, September 27, 2017 from 8:30am to 3:00pm at McDowall Cotter located on 2070 Pioneer Ct., San Mateo, for a special complimentary education event in which we will cover Life Insurance as a Tool for Advanced Estate Planning.
To sign up for this class please click here.
*For Collaborative and Financial Advisors.