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Estate Planning Essentials for the Financial Professional: Introduction to...

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Laurel Creek Country Club

701 Centerton Road

Mount Laurel, NJ 08054

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FREE SEMINAR!

Come prepared for a lively and informative presentation!

Continental breakfast will be served

Professionals will gain a working understanding savvy estate planning techniques. Come and learn strategies that can be used to transfer client’s assets in an appropriate and tax efficient manner. Chris will also discuss Miller Trusts and how they work for benefits approval.

SEMINAR HIGHLIGHTS:

  • Grantor Trusts
  • Maximizing Retirement Benefits
  • Special Needs Trusts
  • Miller Trusts and Medicaid Benefits

CONTINUING EDUCATION CREDITS:

NJCPAs 2 Credits Provider No: 20CE00167400

PACPAs 2 Credits Provider No: PX177798

CFPs 2 Credits Provider No: 1913

NJ Insurance 2 Credits Provider No: 30281


**You may also contact Alex at the office to reserve your seat.**

856-857-6007

(Registration begins at 7:30 a.m.)

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Date and Time

Location

Laurel Creek Country Club

701 Centerton Road

Mount Laurel, NJ 08054

View Map

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