Virtual Knowledge & Network: The Riley Case Webcast
A case study on how to conduct a values-driven legacy planning process for high net worth clients and donors who may or may not have an estate tax issue.
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July 22, 2020
The American College of Financial Services Alumni Association presents “The Riley Case,” a webcast led by Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®. This session provides information on how to conduct a values-driven legacy planning process for high net worth clients and donors who may or may not have an estate tax issue.
Related Posts
CAAFP Through the Years
View DetailsSue Ellspermann Welcomed to Board of Trustees
View DetailsNew Designation Offers Expertise in Donor Advised Funds
View Details