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Oct 10, 2007
| Tax Traps in Annuity Planning & Myths and Misunderstandings
About Annuities & Suitability |
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Stonington Meadows at noon |
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John L.Olsen, CLU, ChFC, AEP, Nationally- recognized expert on annuities and co-author of "The Annuity Advisor" |
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Dec 5, 2007
| Unusual Assets and Their Implications on Estate Planning and Settlement |
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The Lighthouse Inn, New London, CT at noon |
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Linda Stamm, Winter Associates, Inc. Auctioneers and Appraisers |
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Mar 5, 2008
| Discussing and Drafting Charitable Intent With Your Clients |
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S&P Oyster Company, Mystic, CT at noon |
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Attorney Lyn Gammill Walkerl Shipman & Goodwin LLP |
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May 9, 2008
| Annual Economic Update |
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Floodtide Restaurant, Mystic, CT at noon |
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An overview of financial markets and the economy |
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Prior Meetings :
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Contact mail@etpcec.org if you have updated information on current or future calendar events. |
