Integrated Estate Planning within Professional Disciplines
Date: Wednesday, May 25, 2022
Time: 7:45am - 9:00am
Location: The Bucks Club
Speaker: Jay Burgman, CFP, AEP, Rich Newman, Esq, Jocelin Price, Esq. and Steve Slade, CPA
Integrated Planning within Professional Disciplines….. how to create and work with a team of professionals to create a life plan.
