Dmitriy Stepanov, Merrill Lynch

EPC of Naples Speakers Meeting "10-20 Top Insurance Planning Mistakes with Life Insurance"

Date: Thursday, April 18, 2024
Time: 11:30am - 1:30pm
Location: Imperial Golf Club
Speaker: Lawrence Brody, Senior Counsel

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Estate Planning Council of Naples

Register to our April Speakers Meeting with Lawrence Brody, Senior Counsel for Harrison LLP. 

This topic will feature a number of life insurance planning mistakes from a gift and estate planning perspective for 2024, and how to avoid, or at least fix them, for your clients

Participants should come away with a greater appreciation of the most typical insurance planning mistakes clients make, and how to recognize them in advance.

 

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