• Home
  • What are Wealthy Clients (over $24 million estates) Doing in the Current Environment | March 11, 2021

What are Wealthy Clients (over $24 million estates) Doing in the Current Environment | March 11, 2021

  • Thursday, March 11, 2021
  • 8:30 AM - 9:40 AM
  • Zoom

Registration

  • You must provide the name of the member hosting your one time, complimentary attendance.

Register



EDUCATION PROGRAM AGENDA

8:25AM   Join Meeting
8:30AM   Welcome & Announcements

8:40AM   Presentation
                    Topic | What are Wealthy Clients (over $24 million estates) Doing in
                                  the Current Environment
                    Presenter | Gary Zwick of Walter Haverfield

9:40AM   Adjourn

This program will be filed with the Ohio Department of Insurance for 1 CE.

NAIFA Cleveland is a 501(c)6 non-profit organization. 

Powered by Wild Apricot Membership Software