April 2019 Breakfast Meeting
7:30 AM - Breakfast & Networking
8:00 AM - Meeting & Program
Best Practices to Assure that Client Testamentary and/or Donative Intentions are Effectuated
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 (pending approvals).