IRA Trusts: Now More Than Ever
TrustCounsel's Greg Herman-Giddens presents "IRA Trusts: Now More Than Ever" at WealthCounsel's final North Carolina State Forum meeting of 2014.
On Friday, November 7, your local peers will join together to collaborate, exchange ideas and practice management best practices as they learn relevant CE. State Forums are an excellent learning and networking opportunity. Featured speakers and topics will include:
IRA Trusts – Now More Than Ever presented by Gregory Herman-Giddens, J.D., LL.M, TEP, CFP
Best Practices Roundtable Discussion
North Carolina State Forum Document Committee Strategy
North Carolina State Forum Business Operations
This event is opened to WealthCounsel members and non-members. Please invite your friends to join us. We encourage you to reserve your spot online today for this special forum meeting.
Click to Register for the NC Forum Meeting.
It's your last chance to meet local WealthCounsel peers and earn CLE credit through local education in 2014.