Virtual Knowledge & Network: The Riley Case Webcast
A case study on how to conduct a values-driven legacy planning process for high net worth clients and donors who may or may not have an estate tax issue.
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July 22, 2020
The American College of Financial Services Alumni Association presents “The Riley Case,” a webcast led by Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®. This session provides information on how to conduct a values-driven legacy planning process for high net worth clients and donors who may or may not have an estate tax issue.
Related Posts
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View DetailsDiscussing Donor-Advised Funds at FinServe Summit
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View Details