Immediate Pre-mortem Planning

Date: Tuesday, September 10, 2019
Time: 11:30am - 1:00pm
Location: Jewish Community Center, Boulder
Speaker: Ted Atlass

** Thanks to Platinum sponsors Midwest Trust and Longmont Community Foundation**


Ted Atlass


The Atlass program will be held at the Jewish Community Center located at 6007 Oreg Avenue in Boulder.


Immediate Pre-mortem Planning


This presentation is designed for CPAs, attorneys, financial planners, CLUs, ChFCs, and others practicing in the estate planning field. Prerequisites - none; program level- advanced; advance preparation: none; delivery method: lecture; recommended credit: 1 hours; field of study: private placement products.

CE credit status:  CFP, CLE, CLU, and CPE credits are TBD.

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