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 Assure that Client Testamentary and/or Donative Intentions are Effectuated
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 (pending approvals).

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