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Planning for Loved Ones with Special Needs
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesQ & A: From 8 to 80 – Lets Get Our Advance Medical Directives Done
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesIs Sharing Really Caring? Using GDPR as a Guide to Protect Guest Privacy – David Rosenbaum as Guest Speaker
Is Sharing is Really Caring? Using GDPR as a Guide to Protect Guest Privacy. David Rosenbaum will be a Guest Speaker at the 2018 Technology Leadership Workshop. He will be speaking on the GDPR regulations.
How to Use Life Insurance to Meet Estate Planning Needs & Goals – 6 CE Credits
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesComplimentary Education Opportunity for Collaborative Advisors Only
Life Insurance as a Tool for Advanced Estate Planning – 6 CE Credits for Financial Advisors holding Life, CFP, CPA, and EA Licenses
McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United StatesComplimentary Education Opportunity for Collaborative Advisors Only Life Insurance as a Tool for Advanced Estate Planning Date: Wednesday, September 26, 2018 Time: 8:15am Registration Presentation: 8:30am to 3:00pm Location: 2070 Pioneer Court, San Mateo, CA Continental Breakfast and Lunch will be provided. Join us on Wednesday, September 26, 2018 from 8:30am to 3:00pm at McDowall […]