Events

CPM to Sponsor Society of FSP Monthly Meeting

Planning for the future doesn’t have to be a daunting task. Join the Society of Financial Service Professional Columbus Chapter for this month’s meeting, “Estate Plan Fails and How to Avoid Them,” to better understand how to anticipate pitfalls when planning an estate.

Topics scheduled for discussion include:

– Failure to implement estate plan

– Second marriage planning fails

– Failure to plan for incapacity

– Business succession plan fails

– Failure to update estate plan

– Income tax planning fails

– Failure to file gift/estate tax returns

– Failure to properly administer estate upon death of first spouse

 

(1.0 Ohio Insurance CE, CFP CE and CLE CE credits pending)

 

Register Today