ESTATE PLANNING COUNCIL OF POLK COUNTY

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.