Thursday Sep 16, 2021
9:00 AM - 10:00 AM EDT
Thursday, September 16, 2021
9:00am-10:00am EST
Virtual event.
Free. Click here to RSVP: Registration (gotowebinar.com)
Erik Fromm, CFP®, CLTC® (202) 955-4318
Send Email
Join CSG Capital Partners of Janney Montgomery Scott for a virtual educational event specifically for CPA's and Attorneys for continuing education.
What in retirement would cause your expenses to skyrocket? Many people would say needing care for a long period of time. Planning creates peace of mind, preserving your ability to choose when and where you receive care. Join Erik Fromm and 20-year industry veteran Mike Mazzoni, CLU, CLTC, LUTCF, for a virtual educational session on Extended Care Planning Concepts:
-What is extended care?
-Changes and trends that impact planning for care.
-Three main ways to plan.
-Case studies.
This session is for educational purposes, there are no recommendations provided nor advice given. This is not a solicitation of insurance, you will not be contacted by anyone other than your advisor. Please consult your financial advisor if you would like to set up an individual consultation.
Georgetown County Chamber of Commerce
PHONE | 843.546.8436
Mailing Address: 531 Front St, Georgetown, SC 29440
Locations: 531 Front St., Georgetown, SC 29440
28 Wall St., Pawleys Island, SC 29585
© Copyright 2020 Georgetown County Chamber of Commerce. All rights reserved.
site by ChamberMaster