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SUMMARY:Clients With Disabled Loved Ones
DESCRIPTION:Thursday\, Feb. 6\, 2025\, 9:00 – 12:00 p.m. MT | US/Mountain\nClients With Disabled Loved Ones is CE approved for THREE credits\, CO L\, A&H / Iowa General CE Classroom credits. The course covers requirements for disabled special needs loved ones and setting up planning\, so they retain their federal benefits. Trust planning is covered. This is a market underserved and you’ll take away the requirements and ideas needed to work in this market. \nColorado Course #58548\nMountain: 9:00 – 12:00; Tuition: $39.00 \nIowa Course #101993\nCentral: 10:00 – 1:00; Tuition: $42.00 (includes filing fees) \nAdd to Cart
URL:https://cebydesign.com/event/clients-with-disabled-loved-ones-18/
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UID:10000783-1738850400-1738861200@cebydesign.com
SUMMARY:Creating A Living Legacy
DESCRIPTION:Thursday\, Feb. 6\, 2025\, 1:00 – 4:00 p.m. | US/Mountain\nThis 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. \nColorado Course #51074\nMountain:  1:00 – 4:00; Tuition: $39.00 \nIowa Course #102490\nCentral:  2:00 – 5:00; Tuition: $42.00\, (includes filing fees) \nAdd to Cart
URL:https://cebydesign.com/event/creating-a-living-legacy-14/
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