Advanced Practices Symposium from FSP & NAIFA

Advanced Practices Symposium from FSP & NAIFA
Date: March 12, 2020
Time: 8 am – 12 noon central
Location: New Orleans or Virtual via Livestream

Join us for “Meet the Feldman’s, A Case Study;” presented by NAIFA and FSP. Through this detailed case study participants will interact with a panel of family estate and business planning experts. Specific areas of instruction will include estate planning, executive benefits, retirement, and business succession. Planning considerations and ideas will be presented based on 1^st, 2^nd, and 3^rd generations within the case study.

Keith Gillies, Past National President to moderate expert panel.

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