"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
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.
$99 NAIFA & FSP Members $150 Non-Members
Agencies: Contact us for pricing