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Creating A Living Legacy

September 28, 2023 @ 9:00 am - 12:00 pm

Thu, Sep 28, 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, 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:
September 28, 2023
Time:
9:00 am - 12:00 pm