Presentation Scheduled for Monday, 9:50-10:45 am
Anticipated CE: 1 CFP, 1 CIMA, 1 NASBA/CPE, 1 MN insurance, 1 ND insurance, 1 WI insurance, .75 CLE (Pending Approval)
ASSET PROTECTION: elements and strategies for safeguarding wealth
A session you DO NOT want to miss! In this session Waldean will discuss various means to preserve the wealth you have helped your clients attain including: estate tax strategies; investment strategies; medicaid/LTC strategies and asset protection. From the foundational concepts of asset protection to the basic strategies with asset protection attributes to advanced strategies with asset protection attributes there will be takeaways to apply to every client you serve including individuals and business owners.
Register Today to get Early Bird Pricing: www.FPAMNSypmosium.org
FPA - Connect
