Collaborative Conversations in Family Financial Planning
We are joining with Society of Financial Service Professionals this month to create a dynamic, interactive case study that will allow attendees to learn and explore all professional pieces of the puzzle that go into a full financial and estate plan for their clients. Presented by L. Paul Hood, Jr., Lee Ann DuBois, Debbie Papay, Tim Roth and Donna Bogan.
$25 for members, $85 for non-members
Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Brandywine Country Club. Two hours of CE will be provided for OH Insurance, MI Insurance, CFP, CLE, CPE & PACE.