Join us for the Advanced Estate Planning Conference on Thursday, September 9th at the Terrace View Event Center in Sioux Center, IA.
This conference will focus on current advanced planning techniques that are important for supporting and growing your clients’ estate plans and portfolios. Topics include: Digital Assets, Cybersecurity, Estate/Trust Taxes, Ethics, Planning for Untimely Death & More. This event will feature presenters Michael Daly, Director of Risk Management and Operations for Pohl Consulting and Training and Daniel D. Dykstra, J.D., A.E.P.
Cost is $149 per person ($199 after August 1). Don’t miss this opportunity to earn continuing education credits! Fill out the form below to sign up, or contact Brenda at email@example.com