AEP & Financial Planning for Clients with MS/Alzheimer's
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Join us for a presentation on “Financial Planning for Clients with MS/Alzheimer’s,” presented by Bronwyn Martin, MBA, CHfC, CLU, AEP, CRPCTM, CMFCTM, CFSTM, CLTC, LACP, followed by a presentation on the Accredited Estate Planner designation.
Schedule:
1:30–2:00 p.m. — Registration
2:00–4:15 p.m. — Presentation (with break)
4:15–5:00 p.m. — Networking & Cocktails
Two continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA, and PACE.
Schedule:
1:30–2:00 p.m. — Registration
2:00–4:15 p.m. — Presentation (with break)
4:15–5:00 p.m. — Networking & Cocktails
Two continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA, and PACE.
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Where is it happening?
Centennial Catering & Conference Center, Tesla, Center Valley, PA 18034, United States
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherEstate Planning Council of the Lehigh Valley
