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Charitable Giving: Planned Giving

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Charitable Giving: Planned Giving

February 10, 2023 @ 9:00 am - 11:00 am

Those who attend this seminar will learn how the concept of family wealth is being redesigned by identifying and re-deploying underutilized wealth through various estate planning tools.

 

The deadline to register is Wednesday, February 8.

 

Fill out the form below, or download the form here to email or fax it over to us.

 

Event Registration - Professionals

  • (Required for CFP CE) (If this does not apply to you, please put N/A)
  • (Required for CFP CE) (If this does not apply to you, please put "N/A")
  • *Different from Insurance License Number (MA Insurance CE) (If this does not apply to you, please put "N/A")
  • This field is for validation purposes and should be left unchanged.

Details

Date:
February 10, 2023
Time:
9:00 am - 11:00 am
Event Category:

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