I am honored to have been asked to speak on a topic I am passionate about for the Estate Planning Council of Nassau County. My presentation, “The Life Insurance Policy Crisis: The Advisors’ and Trustees’ Guide To Managing Risks and Avoiding a Client Crisis,” will cover important information that advisors and amateur trustees need to know to protect the underlying structure of their clients’ trusts as well as their individually owned life insurance policies.
The event will take place Thursday, February 21, 2019, 8:30 AM. The address is Westbury Manor, 1100 Jericho Turnpike, Westbury, NY 11590. There is no charge for members of good standing. Guest of members will be charged $30.
Participants can earn 1 credit of Continuing Education. To ensure you receive your CE please pre-register at www.epcnassau.org
See the attachment below for further details.
Please contact me with any questions you may have.