The topic is "Considerations for Life Insurance & Settlement Provisions, Features & Benefits within the Estate Planning process", featuring fellow EPCM member Harris Jones, Trust & Estate Practitioner, Harris Jones Financial and special guest Larry Swartz, JD, CFA, Award-winning lawyer, professional leader, and financial professional, more details.
Joining Harris and Larry will be fellow EPCM member Brent van Ryzewyk, Principal Barron's Financial Group. Brent will follow the formal presentation with a moderated question period
Cash Bar reception begins at 5:00pm
Please arrive early so that you don't miss out on networking opportunities.
We look forward to seeing you all very soon.
EPCM Board
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