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.
