FPA of LI Program Meeting Sept. 20, 2013
Please join us at the next Chapter Program Meeting on Friday morning, 9/20/13. The topics are (1) Form 5500 Data Mining-presented by Bill Schories; and (2) Trust Planning Strategies and the Role of Life Insurance-presented by Mike Eagan. Your registration includes a full breakfast, networking & 2 hours of CE for CFPs, CPAs & NYS Insurance License.