March 2018 Breakfast Meeting
Date: Tuesday, March 20, 2018
Time: 7:30am - 9:00am
Location: Omaha Marriott Regency
Speaker: Mark A. Weber, J.D., ChFC®, CLU®, CAP®, AEP® & Jeffrey D. Sharp, JD, MBA, CFP®, CPWA®, ChFC®, CLU®
Breakfast Meeting @ Marriott Regency
Tuesday, March 20, 2018
7:30 AM - Breakfast Buffet & Networking
8:00 AM - Meeting & CE Program
Estate Planning & Life Insurance: Tips and Traps for Professional Advisor
Presented by:
Mark A. Weber, JD., ChFC®, CLU®, CAP®, AEP®
Jeffrey D. Sharp, JD, MBA, CFP®, CPWA®, ChFC®, CLU®
The session will provide a recap of best practices and issues when life insurance is used in estate and wealth transfer planning, including cases and fact patterns encountered over decades of experience.
This program offers 1 hour of credit for NE Life Insurance, Legal, Accounting, CFP®, CAP® and PACE (pending approvals).
Register Online or contact
Stacie Sarasio @ 402-991-3122
