Waterloo Wellington Estate Planning Council

Mar 7, 2019 - Tales from the Insurance Company

Location: TBD

Speakers:

Florence Marino

Dianna Flannery

  • Estate win-win situations using life insurance investment products
  • Beneficiary designations – do and don’t – best practices – contingent beneficiaries

Topics: Beneficiary designations - do and don’t - best practices - contingent beneficiaries

Agenda:

  • 5:30pm: Networking & Drinks
  • 6:00pm: Dinner
  • 6:45pm: Speaker
  • 8:00pm: Adjournment

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Mar 7, 2019 - Tales from the Insurance Company