October 2021 Breakfast Meeting

Date: Tuesday, October 12, 2021
Time: 7:30am - 9:00am
Location: Happy Hollow & live streaming via Zoom
Speaker: Jesse D. Sitz

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Interest rates affect many estate planning techniques, including GRATs, CRUTS, CRATs, CLATs, QPRTs, intrafamily loans, and a whole host of the other alphabet soup of estate planning strategies.  Choosing the right estate planning strategy may be positively or negatively affected by low (currently) or higher (perhaps in the future) interest rates.

This program offers one hour of credit for NE & IA CLE, NE Life Insurance CE, NE CPE and CFP (pending approvals). A general certificate of attandance is available for self-reporting (AEP, CAP, PACE, etc.). 

7:30 - Breakfast & Networking
8:00 - Meeting & Program


Free for Members
‚Äč$40 for Guests
$10 for Lincoln Estate Planning Council Members (online only)

Register online or contact Stacie Sarasio @ 402.210.9446

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