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Creating A Living Legacy

October 24, 2023 @ 9:00 am - 12:00 pm

Tuesday, Oct 24, 2023, 9:00am – 12:00pm | US/Mountain

This course is CE approved for Three Life, A&H credits in CO, and General CE credits in Iowa. The content covers legacy planning with Charitable Reminder Trusts, Annuities, Life Insurance, Donor Advised Funds, Foundations, Secure Act and more…

Colorado Course #51074
Mountain:  9:00 – 12:00; Tuition: $39.00

Iowa Course #102490
Central:  10:00 – 1:00; Tuition: $42.00, (includes filing fees)

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Details

Date:
October 24, 2023
Time:
9:00 am - 12:00 pm