May’s Lunch N Learn turns to Wills and Trusts. Which is better for you or your clients? Join Phil Keenan to discuss how wills and trusts work and the advantages and disadvantages of both, the ways and processes of funding a trust, trust administration, and review the probate process. This course is available for one (1) hour of continuing education credit for CFP’s, CPA’s, and insurance professionals.
To register click the link provided, call 303-407-1542, or email firstname.lastname@example.org