Workshop: Finance and Estate Planning
Presented by Stifel
This workshop will address:
- How estate tax laws may affect you
- Retaining control of your assets
- Avoiding probate and estate taxation issues
- How irrevocable and revocable living trusts work
- Planning for long-term care
- Conserving your estate against catastrophic illness
Ronald Cepikoff, CEP®, AEP®, CTEPTM, CLU®, ChFC®
Senior Vice President, Insurance & Annuity Solutions | Wealth Planning, Stifel
Eric Estelle, VIP Program Manager, Wealth Planning, Stifel
Attendance includes:
- Free estate and long-term care planning materials
- Free follow-up consultation with the presenter of the seminar
- Complimentary lunch by Village Bake Shop
This seminar is offered for CPE credit. For details, contact Matthew Spring at (860) 440-3373.
Workshop: Finance and Estate Planning
Date and Time
Wednesday Jan 23, 2019
12:00 PM - 2:00 PM EST
12:00 PM - Presentation
1:30 PM - Questions and Answers
Location
Lyman Allyn Art Museum
625 Williams Street
New London, CT 06320
Fees/Admission
Free! Please RSVP by January 18 to Matthew Spring, (860) 440-3373 or mspring@stifel.com.