Helping Clients Successfully Integrate Charitable Giving Into Succession Planning.
LIVE VTC
Lunch and Learn!
Please arrive at 12:30 for the delicious lunch buffet, program begins at 1:00 PM sharp until 3:10 PM.
Live Video Tele-Conference on 'Helping Clients Successfully Integrate Charitable Giving Into Succession Planning' prepared by National Financial Service Professionals. 2 Credits of Continuing education will be applied for, NYS Ins., CFP, CPE, JD and more.