Robert S. Keebler - Distinguished Speaker Series: Proper Use of Life Insurance; Tax Efficient Spend Down Strategies During Retirement ; 3.8% Surtax on Net Investment Income
Three Hours of Continuing Education Credit available to Attorneys, CPA's and CFP's for this event.
This Event Sponsored By:
Mitch Rosenberg, CFP®, CLU, CPA (Inactive), MSFS, AEP ®
MDR Insurance & Financial Services
WELLS FARGO - The Private Bank