Heritage Planning Seminar
For Financial Advisors:
We are offering a Heritage Planning seminar on Thursday, February 24, 2011 at 9:00 a.m. at our Appleton office.
Heritage Planning is becoming an important component of the services offered by the planning and professional communities, but many people do not yet have a clear understanding of how heritage planning works or what it accomplishes.
The concepts, content and benefits of heritage planning that you will learn about during this fast-paced event will be explored through the perspective of your own business, so you can see why heritage planning is becoming the norm, and understand what it looks like in practice.