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Roundtable Discussion - Optimizing Client After-Tax Outcomes with Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA)

Date: Thursday, March 4, 2021
Time: 8:30am - 10:15am
Location: Zoom Meeting
Speaker: David Reynolds, Nathan Flah and Sagar Dalal

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PLEASE NOTE THERE HAS BEEN A CHANGE IN SPEAKER AND TOPIC FOR THIS MEETING 

Palm Beach County Estate Planning Council

invites the 2020-21 dues current members to the

Thursday, March 4, 2021
 Roundtable Discussion Virtual Event
8:30 a.m. - 9:00 a.m. -Virtual Networking
9:00 a.m. - 10:15 a.m. - Presentation

Guest Speakers:  David Reynolds, Nathan Flah and Sagar Dalal
Topic: 
 Optimizing Client After-Tax Outcomes with Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA)

            Sponsored by

ROUNDTABLE SPONSOR

 

CE Credit Applied For    

Please register by March 1, 2021

The Zoom meeting link will be listed on your registration confirmation and also emailed to you in an Outlook invite end of day March 1st

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