Trusts are For Everyone", Lunch & Learn for Financial Advisors @ Cramer Law Center, P.L., Jacksonville [23 August]

Trusts are For Everyone", Lunch & Learn for Financial Advisors


15
23
August
11:30 - 13:00

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Cramer Law Center, P.L.
3030 Hartley Rd, Ste 290, Jacksonville, Florida 32257
Our second «lunch and learn» of the year, for Financial Advisors, qualifies for 1.5 hours CE credit for CFPs. Learn «Why Trusts Are For Everyone» * (* Who Wants a Plan That Works, That Is!) The Workshop will provide an overview of various Living Trust planning options for all types of clients.
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