Roundtable Discussion - Optimizing Client After-Tax Outcomes with Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA)
Registered for this event? Login now to view additional event details.
PLEASE NOTE THERE HAS BEEN A CHANGE IN SPEAKER AND TOPIC FOR THIS MEETING
Palm Beach County Estate Planning Council
invites the 2020-21 dues current members to the
Thursday, March 4, 2021
Roundtable Discussion Virtual Event
8:30 a.m. - 9:00 a.m. -Virtual Networking
9:00 a.m. - 10:15 a.m. - Presentation
Guest Speakers: David Reynolds, Nathan Flah and Sagar Dalal
Topic: Optimizing Client After-Tax Outcomes with Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA)
Sponsored by
ROUNDTABLE SPONSOR
CE Credit Applied For
Please register by March 1, 2021
The Zoom meeting link will be listed on your registration confirmation and also emailed to you in an Outlook invite end of day March 1st
