Wednesday, July 13, 2011

Register Now for the Crescendo Advanced Seminar!

Don't miss the opportunity to explore creative gifting strategies at the Advanced Seminar on September 28-29 in San Diego. This training includes timely options for funding education and retirement, charitable estate planning models, family corporations, gifts of IRAs and pension plans, unitrusts with insurance replacement, lead trusts and zero-tax options. Receive 12 hours of CE credits for attending.