It's Your Estate, Are you In Control? - North Risk Partners private event

16may11:00 am12:00 pmIt's Your Estate, Are you In Control? - North Risk Partners private eventSteve Walker, VP of Institution Accounts, E4IS

Event Details

Topics Covered:

  • Why is it important to be in control of your estate
  • What is estate planning
  • Areas for potential planning
  • Creating leverage, predictability, and tax-efficiency in your estate plan

Presenters:

  • Steve Walker CLTC ®, LUTCF ® – VP of Institutional Accounts at E4 Insurance Services
  • Brett Berg, J.D., LL.M., CLU®, ChFC® – Vice President of Advanced, Advanced Planning Retirement and Life Distribution at Prudential

This is private event for North Risk Partners only. If you are interested in having a webinar or in-person event at your firm, please contact swalker@e4.insurance.

Time

(Tuesday) 11:00 am - 12:00 pm(GMT-05:00)

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