Lunch & Learn: LTC & Policy Reviews - Fargo, ND

Steve Walker, VP of Institutional Accounts at E4 Insurance Services invites you to join a Lunch & Learn sponsored by OneAmerica.

We’ll be discussing:

• The importance of policy reviews
• LTC planning
• Tax efficient Predictability

EARN CE! One hour of general CE credit will be earned by attendees. This credit may also count towards your CFP credit. 

Location : Fargo Country Club

Presentations/Discussions will be from 10:00 AM – 12:00 PM
Lunch will be provided from 12:00 – 1:00 PM

RSVP below to reserve your spot!

Sponsored by