Professional Advisor Seminar
Date and Time
Wednesday Apr 30, 2014
7:30 AM - 11:30 AM CDT
Location
Essentia Health St. Mary's EMS Conference Center, 225 Park Street, Detroit Lakes
Fees/Admission
$35; please register by April 23, 2014
Contact Information
Monique at 844-0179
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Professional Advisor Seminar
Description
3 hours of continuing education credits. Presented by Ray Odom, Sr. VP National Director of Wealth Transfer Service; he is an expert on wealth transfer strategies. He will discuss "A Guide to Client Motivation & Tax Law" and "Creating a Statement of Wealth Transfer Intent & Implementation"