A Lifetime of Family Financial Planning - An Interactive Case Study
Date: Thursday, November 15, 2018
Time: 8:30am - 11:00am
Location: Brandywine Country Club
Speaker: Timothy Roth, CFP ®, Sarah Corney, Esq., Michael Landolt, ChFC, CFP ® and Louis Fahrbach
This will be a dynamic, interactive case study that will allow attendees to learn and explore all professional pieces of the puzzle that go into a full financial and estate plan for their clients. Presented by Timothy Roth, CFP ®, Sarah Corney, Esq., Michael Landolt, ChFC, CFP ® and Louis Fahrbach.
TEPC and Society of FSP are partnering up for this event, so all TEPC and FSP members can attend for $25, $85 for everyone else. REGISTER NOW!
Breakfast and check-in begin at 8:30 am, presentation begins at 9:00 am @ Brandywine Country Club. Two hours of CE will be provided for OH Insurance, MI Insurance, CFP, CLE, CPE & PACE.
