Thursday, July 10th 2014 8-9am *Recurring every 2nd Thurs. of the month unless otherwise posted.
Board Meeting - Any Chapter members are welcome to join us! Please let Jenna know so she can make sure we have enough seats!
Location: Taylor Thomas Insurance 3401 S. 19th St. Suite 200 Tacoma WA
Thursday, August 14
Time: 11am to 2pm
Place: State Farm – Tacoma Operations Center 909 A St Tacoma, WA 98402
Time: 11am – 2pm – brown bag lunch with 2 hour video presentation
Estate Planning for the Modern Family
With the demise of DOMA the modern family is being redefined. Through short "based-on-fact" vignettes this program will focus on three varieties of the traditional marriage: the blended family (both spouses are divorced; there are children from his first marriage as well as children from their present marriage); the non-US citizen spouse; and the same-sex union couple. The program will highlight the complicated issues these unions create and offer estate planning solutions for today's varied unions between individuals.
Attendees will learn:
Who should attend?
Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors. This is an intermediate to advanced level discussion of financial planning topics.
If you thirst for knowledge, but already have your continuing education credits for licensing and PACE, this is a great membership only benefit! This is the same top-notch presentation as the videoteleconferences that you have known for many years that used to be priced at $70 for members!