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"Meet the Feldmans" Case Study - September 16, 23 & 30, 2020 | 2:00 pm eastern

Updated: Aug 25


NAIFA and the Society of Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts.

FACTS ABOUT THE EVENT:
  • Case study scenario is distributed prior to the event for review & consideration

  • Expert speakers use the case study as a framework for in-depth discussions with both online & in-person attendee live participation opportunities

TOPICS INCLUDE:
  • Estate planning involving family owned business with complex family relationships

  • Executive benefits in family-owned businesses Business succession issues

Insurance CE, CLE & CFP (These sessions are CE eligible) Attendees must attend all 3 sessions to receive credit.


Register Here


$99 NAIFA & FSP Members $150 Non-Members

Agencies: Contact us for pricing


See the Full Speakers and Schedule >>



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