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Mon, Jun 19, 2023 1:00pm – 4:00pm | 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… Ways to help our clients embrace legacy planning and ideas to share with your clients.
Colorado Course #51074
Mountain: 1:00 – 4:00; Tuition: $39.00
Iowa Course #102490
Central: 2:00 – 5:00; Tuition: $42.00, (includes filing fees)
Location Contact: CE by Design, LLC
Location Phone: 719.265.8406 | 515.462.3013
Guidelines
We use Go-To-Meeting for our live webinars. The link and password to join each webinar purchased will come from
no-reply@cebydesign.com.
Subject Line: YOUR CE BY DESIGN ORDER IS NOW COMPLETE. Please add the webinar information to your calendar with the link on the webinar calendar date below the add to cart choice.
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