How to Use Life Insurance to Meet Estate Planning Needs and Goals (6 CE Credits) – McDowall Cotter San Mateo 3/20/19 8:30 AM
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesJoin us on Wednesday 03/20/19 from 8:30am to 3:00pm for our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. The workshop will happen at McDowall Cotter APC San Mateo office located at 2070 Pioneer Court, San Mateo. **This event provides 6 CE credits for Collaborative Advisors, including CFP's, CPA's, EA's, and Life. […]
March Madness – McDowall Cotter San Mateo 3/22/19 12PM
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesJoin us on Friday 03/22/19 from 12:00pm to 4:00pm for our March Madness Viewing Party. The viewing party will happen at McDowall Cotter APC San Mateo office located at 2070 Pioneer Court, San Mateo. Everyone is welcome, so come join us to watch some college hoops and eat some great BBQ, Corned Beef and Cabbage, and snacks ! […]
Life Insurance as a Tool for Adv. Estate Planning (6 CE Credits) – McDowall Cotter San Mateo 3/27/19 8:30 AM
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesJoin 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 credits for Collaborative Advisors, such as CFP's, CPA's, EA's, and Life. Lunch will […]
Planning for Family Members with Special Needs – Q&A – McDowall Cotter Mountain View 4/2/19 8:30am
McDowall Cotter, APC Mountain View 800 W El Camino Real; #180, Mountain View, CA, United StatesFrom 8:30am-9:00am, McDowall Cotter will be hosting a Q&A titled "Planning for Family Members with Special Needs" at our satellite office in Mountain View. The address is 800 West El Camino Real, Suite 180, Mountain View, CA, 94040. Come and meet one of our attorneys and ask questions about how to plan for your loved […]
Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes – McDowall Cotter San Mateo 4/10/19 12PM
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesOn Wednesday, April 10th, McDowall Cotter will be hosting a presentation on "Advanced Topics in CA Property Tax - Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes" located at 2070 Pioneer Court, San Mateo. This presentation will offer 1.5 CE credits for CFP's, CPA's, and Attorneys for those who […]