Virtual Knowledge & Network: The Riley Case Webcast
A case study on how to conduct a values-driven legacy planning process for high net worth clients and donors who may or may not have an estate tax issue.
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July 22, 2020
The American College of Financial Services Alumni Association presents “The Riley Case,” a webcast led by Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®. This session provides information on how to conduct a values-driven legacy planning process for high net worth clients and donors who may or may not have an estate tax issue.
Related Posts
Choosing the Right Financial Certification
View DetailsIndustry Executives Join College Board of Trustees
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View Details