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Join us for the next Advisor's Forum Webinar.
This program is free, without obligation, and is approved for continuing education credits*. It is designed to help you learn how the advisor team can collaboratively and effectively develop strategies for clients.
Using Trusts to Asset Protect Inherited IRAs
Speaker: Robert S. Keebler, CPA, MST, AEP
Lunch will be provided.
*One Certified Financial Planner (CFP) credit has been awarded. outlines will be available for application of Certified Trust and Financial Advisor (CTFA) credit and Continuing Legal Education (CLE) credit.
Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center or Robert Keebler. DOFU 11/2012 589221