Program 2

Friday, September 24, 2021

Program 2 Topics

Advanced Life Insurance Planning, David Pratt

Root and Wings: Structuring a Trust to Give Beneficiaries a Chance at Success (Despite Inheriting Money), Amy Kanyuk

Homestead, Jeff Baskies

Charitable Planning, Brad Bedingfield

Strategic Planning Opportunities, Diana Zeydel and Mark Parthemer

Planning for Business Owners & Trusts in Light of Changing Income Rates, Steve Gorin