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Retirement, Estate and Tax Planning Using Charitable Vehicles, Life Insurance and Annuities


Sponsored by Nationwide for Nationwide representatives.

Schedule:
11:30 am – registration, networking, lunch buffet
12-2:40 pm Presentation with a 10 minute break

To receive 3 approved State of Florida LH Insurance CEs (course id# is 122489), you must arrive before noon with photo id and license number and stay until 2:40.

Monday, July 18, 2022
11:30 AM - 2:40 PM

Location
Abe & Louie's Restaurant
2200 Glades Road
Boca Raton   FL   33431
 



Agenda

 


Lesley Winston, CAP, CPCU, AAI
President and Founder
 Insurance and Financial Services, Inc.

Jul 18 2022 1:00PM


Retirement, Estate and Tax Planning Using Charitable Vehicles, Life Insurance and Annuities


A continuing education course for advisors to learn the relationship between CRTs, CPIFs, CGAs and life insurance and annuities.

Course Contents:
Charitable Gift Giving Vehicles
Planning With Specific Assets
Potpourri of Rules – Avoiding Pitfalls