Creating A Living Legacy
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:...