Estate Planning Council of Polk County Dinner Meeting

Date: Tuesday, October 26, 2021
Time: 5:30pm - 7:30pm
Location: Fresco's
Speaker: Paul M. Caspersen

We are very excited to announce that our first speaker is Paul M. Caspersen.  Paul is a Certified Financial Planner, has a Master’s of Science in Financial Planning & Taxation, holds his AEP from the American College of Financial Services and currently serves on the board of the NAEPC.  Paul will present on The Effectiveness of a “Direction Memo” in Modern Estate Planning and credit hours will be offered for this presentation.

Register Now

Add to My Outlook Calendar

Add to My Google Calendar

See Upcoming Event Calendar