Creating A Living Legacy
January 6, 2025 @ 9:00 am - 12:00 pm
Monday, Jan 6, 2025, 9:00 – 12:00 p.m. | 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… Learn more about working in this specialized market.
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)