07/24/18: Management (and Mismanagement) of Trust Assets
July 24, 2018
12:30 to 2 p.m. Lunch is provided at 12:30 p.m. The teleconferences begin at 1 p.m.
The Community Foundation of Eastern Connecticut
68 Federal Street, New London, CT 06320
Wealth management and estate planning series offered for professional advisors
The Community Foundation of Eastern Connecticut is please to host the Cannon Estate Planning Teleconference Series. These monthly teleconferences cover a wide range of wealth management and estate planning topics for professionals in those fields. By attending, professional advisors earn continuing education and learning credits to help maintain their credentials. If you are a professional advisor interested in attending, please RSVP to Alison Woods at firstname.lastname@example.org or by phone at 860.442.3572.
For more information about each session, visit Cannon Financial Institute
The series is presented by the Estate Planning Council of Eastern Connecticut and the Community Foundation of Eastern Connecticut. This particular conference is sponsored by Pochal & Pochal.