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Workshop: Finance and Estate Planning

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Name: Workshop: Finance and Estate Planning
Date: January 23, 2019
Time: 12:00 PM - 2:00 PM EST
Event Description:
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
Guest Speakers:
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. 
Lyman Allyn Art Museum
625 Williams Street
New London, CT 06320
Date/Time Information:
12:00 PM - Presentation
1:30 PM - Questions and Answers
Free! Please RSVP by January 18 to Matthew Spring, (860) 440-3373 or
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