Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
When:
February 15, 2018 @ 2:30 pm – 4:00 pm
2018-02-15T14:30:00-08:00
2018-02-15T16:00:00-08:00
Where:
The Southern California Institute
3636 Nobel Dr #450
San Diego, CA 92122
USA
Cost:
Free
Contact:
Shelley Lightfoot
858 200-1911

February 15, 2018 – Prefunding Your Final Expense Planning:  A Key Part of Your Financial Plan; Presented by Monica Szakos Cramer, Financial Advisor and Janet Silva, Insurance Agent

Did you know millions of consumers are retiring early? Compared to previous generations, most are retiring without pensions and group benefits, including no life insurance. Upon retirement, most are shocked to learn their group life insurance coverage has ended.  Join Monica and Janet to learn how setting up a Prepaid Funeral Expense Trust affords your clients benefits such as: income tax free funds, exemption from probate, immediate availability, safety from creditors, and more!