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

09may10:00 am1:00 pmLunch & Learn: LTC & Policy Reviews - Fargo, NDSteve Walker, VP of Institutional Accounts

Event Details

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

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Time

(Tuesday) 10:00 am - 1:00 pm

Location

Fargo Country Club

509 26th Ave S

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