Are you interested in hosting a client event, seminar or workshop?
Below are examples of some of the topics we can present for you, or we'll be happy to customize a presentation for your group. Please contact us to begin planning your event.
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"The Evolution of Long-Term Care Planning"
"Ensuring Your Financial Future Is On Target"
"Partners In Planning: Combining Life
Insurance & Long Term Care Planning"
If your institution, firm or broker/dealer requires compliance department review of material to be presented, please allow ample time to obtain the proper approval prior to the event.