April 2019 Breakfast Meeting
Date: Tuesday, April 16, 2019
Time: 7:30am - 9:00am
Location: Happy Hollow
Speaker: Mary Vandenack, JD
AGENDA
7:30 AM - Breakfast & Networking
8:00 AM - Meeting & Program
Best Practices to Facilitate Wealth Transfers and Preserve Testamentary Intent
Presented by: Mary Vandenack, JD
Attendees of this seminar will understand due diligence in the estate planning process to facilitate a best practices approach and preservation of testamentary intent. This program is relevant for all estate planning professionals and offers one-hour of credit for life insurance, legal, accounting, CFP, PACE and CAP.
Register online or contact Council Executive,
Stacie Sarasio @ 402-991-3122
