How to Use Life Insurance to Meet Estate Planning Needs & Goals – McDowall Cotter San Mateo 9/18/2019 8:30am
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesOn 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 located at 2070 Pioneer Court, San Mateo. This event provides 6 CE credits for CFP’s, […]
CalABLE Act – McDowall Cotter San Mateo 10/2/2019 12pm
Please join us on Wednesday, October 2nd from 12:00pm – 1:15pm for our seminar on the CalABLE Act at our San Mateo office. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. 1.25 CE credits for CPA's will be provide for in-person attendees only. Lunch will be provided for attendees. Do you have questions about CalABLE? What is CalABLE? Who can […]
Life Insurance as a Tool for Advanced Estate Planning – McDowall Cotter San Mateo 9/25/2019 8:30am
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesJoin us on Wednesday September 25th from 8:30am to 3:00pm for Part 2 of our CE credited workshop, Life Insurance as a Tool for Adv. Estate Planning. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. McDowall Cotter will be offering 6 CE credits for Collaborative Advisors including CFP's, CPA, EA and LIFE […]
Q&A – Let’s Update Those Trusts – Updating Dangerous Tax Language – McDowall Cotter Mountain View 10/01/2019 – 8:30am
McDowall Cotter, APC Mountain View 800 W El Camino Real; #180, Mountain View, CA, United StatesPlease note this event is not a presentation. Please prepare any questions you may have about tax language in trusts beforehand for one of our attorneys to answer.
CalABLE Act – McDowall Cotter San Mateo 10/2/19 12pm
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesPlease join us on Wednesday, October 2nd from 12:00pm – 1:15pm for our seminar on the CalABLE Act at our San Mateo office. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. 1.25 CE credits for CPA's will be provide for in-person attendees only. Lunch will be provided for attendees. Do you have questions about CalABLE? What is CalABLE? Who can […]