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

Date: Thursday, November 21, 2013
Time: 7:00 AM - 11:00 AM
Location: Westlake Inn
Speaker: Robert S. Keebler, CPA

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

            And

WELLS FARGO - The Private Bank

 

See Upcoming Event Calendar