CE Outline to File: Advanced Practice Symposium in August

As one of the initiatives under the Business Performance Center, we are holding a virtual version of our Advanced Practice Symposium that is similar to what we held last year graciously hosted by NAIFA-Dallas. This August, we are bringing a three-part series that uses an interactive case study format to explain complex topics in advanced planning.

Meet the Feldmans--a multi-generational family that owns a business. The challenges faced when putting together a proper succession plan, understanding options and how life insurance and long term care can work within executive and employee benefits' packages are just some of the topics that will be covered by our expert speakers.

A joint initiative with FSP, our Advanced Practice Symposium will be held August 5, 12, & 19 at 2 pm eastern. Registration is $99 for NAIFA members and includes the full series.

Want CE credit for the program? Download the Course Outline and file within your state.