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Date Event Title Event Type
May 21, 2014 Estate Planning for the Modern Family Video Teleconference
  Summary: Case Studies in Life Experiences
Planning strategies for non-traditional marriage unions.
 
Jun 10, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Charitable Planning Strategies for Non-Traditional Unions
Co-sponsored by the American Cancer Society. Details coming soon.
 
Jun 18, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Benefits of using intra-family loans in current economic environment
Sponsored by Guardian
 
Jun 25, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Policy Valuation
Sponsored by Coventry. Details coming soon.
 
Aug 14–
Aug 15, 2014
Clinic for Advanced Professionals Clinic
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
Sep 18, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Fully Insured Qualified Plans. Details coming soon.
Sponsored by Guardian
 
6 Events Returned
Event Details

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