February Lunch Meeting - Securing Your Legacy - Presented by The Ramazio and Jacobs Group at Morgan Stanley

  • 10 Feb 2016
  • 11:00 AM - 1:00 PM
  • Crowne Plaza - Bell Tower, Fort Myers, FL (See Map Below)

Registration

  • Lunch on the Chapter for Suzanne Boy

Registration is closed


Please join us for our February Lunch Meeting!

The Ramazio and Jacobs Group at Morgan Stanley will be taking a walk through the entire spectrum of securing your legacy. Starting with what your employer’s can do to help you, employee responsibilities and finally taking a look at your responsibilities to both yourself and your family

We’ll cover:

  • Responsibilities as an employer
  • Responsibilities as an employee
  • Responsibilities as a financial professional
  • Responsibilities as an individual
  • Estate Planning Trusts
  • Life Insurance Taxes
  • Long Term Care

This program has been submitted to HRCI and SHRM Certification for 1 re-certification credit.

 

Cost for Students: $15

Cost for Members: $21

Cost for Non-Members/Guests: $25

Walk-In/Pay at the Door: $25

 

Please RSVP by Monday, February 8th, 2016.

No shows will be billed.


Address: 144 Street Name, City, State, Country, Postal Code

Phone: +1 (877) 493-60-90

 

Powered by Wild Apricot Membership Software