Today’s Life Settlements Market: What You Should Know
| When: | January 27, 2021 12:30 PM to 1:30 PM |
|---|---|
| Contact: | Matt Kaliff at mkaliff@jcfcleve.org |
| Summary: | The Professional Advisory Council invites you to the next Charitable Tax Webinar, “Today’s Life Settlements Market: What You Should Know.” |
Event Details
Description
The Professional Advisory Council invites you to the next Charitable Tax Webinar, “Today’s Life Settlements Market: What You Should Know.”
Robert Harting, vice president at Oswald Companies, will give an overview of life insurance settlements, how to evaluate a settlement offer, and situations where they may be appropriate for clients, including charitable opportunities.
Continuing education credits will be available.
No Cost to Attend
Register Here:
https://jewishcleveland.zoom.us/webinar/register/WN_uYtpzY4bRx26-JKYZk8LNg
Address
Online
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