Breakfast Meeting- “The Life Insurance Policy Crisis: The Advisors’ and Trustees’ Guide to Managing Risks and Avoiding a Client Crisis”
Date: Thursday, February 21, 2019
Time: 8:30am - 10:00am
Location: Westbury Manor- 1100 Jericho Turnpike Westbury, NY 11590
Speaker: Henry Montag, CFP®, CLTC The TOLI Center East
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