CE Afternoon - “Triangulation: Integrating Life Insurance into the Estate and Investment Plans
Date: Tuesday, November 1, 2016
Time: 3:00pm - 8:30pm
Location: Cranbrook Institute of Science
Speaker: Thomas J. Pauloski, JD
AFTERNOON PROGRAM: 2 hours of State of Michigan and CFP credit
"Triangulation: Integrating Life Insurance into the Estate and Investment Plans"
COST: $90.00
Discounted cost to CFP students who completed the Oakland CFP course in the last 12 months - see flyer for complete information
ANNUAL MEETING & EVENING PROGRAM: (LIMITED TO 125 GUESTS)
Complimentary Cocktails in the main lobby and the "Our Dynamic Earth Exhibit"
ALSO: 20 Minute Planetarium Show - limited to the first 75 attendees that evening (tickets will be given at the registration table / 5:45 pm to 6:05 pm
"Basis for Comparison: How Income Tax Management Is Changing the Face of Estate Planning:
COST: $60.00
FULL DAY DISCOUNT: $125.00
Related Document(s):
