Breakfast and Presentation
Breakfast 7:30-8:00 am, Opening Remarks and Speaker 8:00-9:00 am
Joint Meeting with Society of Financial Service Professionals
Topic: “Uses of Life Insurance in Charitable and Estate Planning.
Speaker: James Aussem, JD AEP, Cavitch Familo & Durkin Co., LPA
CE: Pending approval for CRFE 1.25, CLE 1.0, Insurance and CFP 1.0