Mar 19 8:30 am - 9:30 am FPA-LI’s Women in Finance: Estate Planning Tips and How to Become Your Clients Trusted Advisor Using Your Arsenal to Become the Trusted Advisor that Your Clients are Craving
Mar 19 1:00 pm - 2:30 pm Medicaid Promissory Notes: Gift and DRA Compliant Transactions, Shielding Assets, Safe Harbors, Spousal Refusals