Join attorney Phil Keenan for our March Lunch N Learn covering Portability. Phil will define and give an in-depth background of estate tax portability, when and how it can be used, and the pros and cons of using it. Phil will also include case studies for some real-life examples. This class provides one (1) hour of continuing education credit to insurance professionals, Certified Financial Planners, and Certified Public Accountants.
Light refreshments will be served. To register click on the link, call 303-407-1542, or email firstname.lastname@example.org