Join us for the next Advisor's Forum Webinar.This program is free, without obligation, and is approved for continuing education credits*. It is designed to help you learn how the advisor team can collaboratively and effectively develop strategies for clients.Income-Shifting Trusts
Presenter: Robert S. Keebler, CPA, MST, AEP (Distinguished)Lunch will be provided.This webinar is part of a monthly interdisciplinary series offered through The Advisors Forum and hosted by Estate Planning and Legacy Law Center and Evershore Financial Group.
*One Certified Financial Planner (CFP) credit has been awarded. Other available credits also include one CPE credit (NASBA Sponsor 108255 - live presentation only; Texas Board of Public Accountancy Sponsor 9610) and one CLE credit (California Board of Legal Specialization)Neither Securian Financial Services, Inc. nor Evershore Financial Group are affiliated with the Estate Planning and Legacy Law Center or Robert Keebler. EM 13-0258 DOFU 03/2013 633547
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