Advisor Connections Newsletter™
September 24, 2015
Financial Professionals - Save the Date!
financial professionals - save the date!
Financial Advisor Colleagues:
We will be holding a 3.0 hour workshop The 2015 Estate Planning Essentials for Financial Advisors on Tuesday, December 8, from 9:30 to 12:30 p.m. and again on Friday December 11, from 9:30 to 12:30 p.m. at our office in Seven Hills.
Topics will include:
We have applied for 3.0 hours of continuing education credits for this program with the Ohio Department of Insurance. Each program is limited to 20 participants. There is no cost to attend. We will post more information once we have received confirmation of CE credits.
If you are interested in registering by calling our office at (216) 236-6480 or by emailing us. Also, stay tuned for more information in the coming weeks.