Understanding and Leveraging Life Insurance as an Asset Class or Shaking Off Buy-Sell Agreements and Life Insurance for Business Owners

Date: Thursday, April 18, 2024
Time: 12:00pm - 1:00pm
Speaker: See Event Notices

The Philadelphia Estate Planning Council administrator has extended an invitation to our members to join them for the programs below held in Radnor on April 18th. 
The programs will be going on simultaneously in the same location - Lincoln Financial at 150 Radnor Chester Road, Radnor, PA. 

There are virtual options for these programs.  See links below to register:

•"Understanding and Leveraging Life Insurance as an Asset Class"
https://philaepc.org/event-5645140

• "Shaking Off Buy-Sell Agreements and Life Insurance for Business Owners: Implications and Planning in the Wake of Estate of Connelly v. United States"
https://philaepc.org/event-5645205 

There is no cost to participate.

For questions on the programs, contact:
Denise Downing, CAE, CMP
Administrator - Philadelphia Estate Planning Council
P.O. Box 579, Moorestown, NJ08057  

(p) 215-486-6215  (f) 856-727-9504
denise@neffdowning.com

See Upcoming Event Calendar