Annual Continuing Education Seminar
Please block off the morning of Wednesday, November 29th for our Annual Continuing Education Seminar. The Council is excited to announce this year's presenters: Peter Fleming & Rebecca Cummings. Peter will provide his expertise in the life insurance industry with his presentation on life insurance policy evaluation for performance and predicting future viability for the estate plan in place and also provide best practices for actively managing policies for the long haul. Rebecca will provide us with her expertise in facilitating estate and trust administration in presenting her topic, "High-Level Peace Talks: Navigating Estate Administration and Intra-Family Communication."