Panel Workshop Details
You Can't Take It with You: The Most Powerful Estate-Planning Strategies*
Your experts are David T. Phillips, best-selling author of Estate Planning Made Easy, The 10 Most Common Estate Planning Mistakes, and The Family Bank Strategy; Richard Durfee, author of Your IRA: Asset or Ambush and Why All Trusts Are Not Created Equal; Todd Phillips, author of The Future of Retirement Savings and The Bombshell Battle Plan; and Melodie Durfee, president and COO of the Legacy Global Foundation.
In this Master Class, you will learn:
$139 per person if purchased by January 16; $159 per person if purchased after January 16. Includes refreshments.
Please call for more information or to purchase tickets at 800-970-4355.