Are you a financial planner? Insurance Agent? Both?
Do you want to know more about estate planning, so that you can add value to the services you provide to your clients?
On Friday, February 10th, Attorney Skandier will host a free seminar, tailored specifically for financial planners, and approved by the CFP Board for 2.0 CLE credits.
For detailed information, contact:
Mark@privatewealthcounsel.com or call us at (978) 241-4871.