Time: Nov. 20 2:00 – 6:00 PM | Nov. 21 2:00 – 6:00 PM
Speaker: Jaye E. Tritz, EA, CFP
CE: 8 IRS
Price: $200 for Members | $275 for Nonmembers
This course offers a concise overview of the key concepts in trusts and estate planning. Participants will learn essential tools for asset protection and effective estate management. Ideal for anyone looking to understand trust and estate administration.