Join Phil Keenan for an exciting game of Estate Planning Jeopardy! Complete with that familiar Jeopardy theme song and buzzer, come test your Estate Planning knowledge and let’s finish the 2017 Lunch N Learn’s with a bang! Phil will test you with a variety of questions regarding estate planning, including but not limited to: estate taxes; will and trusts; asset and wealth preservation; and much more. Don’t miss it!
This class is approved for 1-hour Continuing Education credit for life insurance providers, CFPs and CPAs.
You bring your lunch and questions, we will provide drinks and answers!