I’m honored to have been invited to join the instructors at My-CPE.Com to provide content regarding, “How to Get the Most Benefit From your or a Client’s Life Insurance Portfolio.” I’ll be sharing info based on my 35+ years of experience as an independent CFP.
This 50-minute, Zoom Presentation is being done on a complimentary basis for 1 CPE credit for CPAs and other professionals, but everyone can benefit from hearing & viewing the information.
Click the link to join us on Wednesday, March 30 at 4:00 pm EST.
I have compiled a collection of handouts that cover the topics I will be discussing at the event. Whether you plan to attend or not, please accept the material with my compliments.
Click here to download the handouts.