Creating A Living Legacy


Adding this to your cart acknowledges that you will have a stable internet connection during class times.

Tuesday, August 27, 2024, 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)


Location Contact: CE by Design, LLC
Location Phone: 719.265.8406 | 515.462.3013


We use Go-To-Meeting for our live webinars. The link and password to join each webinar purchased will come from

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.

Thank you for choosing CE by Design professional education.

You may also like

Avoiding Financial Landmines
Employees and Insurance