We'll cover what you need to know about Regulation Best Interest and how you can prepare your practice for the new policies and procedures coming down the line.
Estate Planning: Best Practices and Current Strategies
Earn 1 hour of CE as you learn practical techniques to keep your clients up to date with key information on Wills, Trusts, Patient Advocate Designations, POA and avoiding Probate.
Date and Time
Wed, Mar 04, 2020
11:45a - 1:30p PST