Parental Protection Trust, Say What?! (Basic)

04 Oct 2017

4:00 pm - 5:00 pm

Brian Albee

Lou Pierro

Parental Protection Trust, Say What?! (Basic)

CLE Eligible

We will discuss the purpose of the ElderDocx® Parental Protection Trust (PPT) and how to make it a part of your planning arsenal.

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GALLERY FROM LAST YEAR

ABOUT SYMPOSIUM 2017

Symposium is 3½ days of featured speakers, timely topics, panel discussions, workshops, networking events, and more.

SYMPOSIUM TWEETS

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WealthCounsel 2 months ago

Nobody Likes a Trust Fund kid: Here’s How to Prepare Them - bit.ly/2x220OZ

WealthCounsel 3 months ago

Whether you are new to estate planning or an industry veteran, refreshing your memory on the basics of estate planning is crucial. Read our Insight Brief, “Estate Planning 101” here : bit.ly/2Q901Bb

test Twitter Media - Whether you are new to estate planning or an industry veteran, refreshing your memory on the basics of estate planning is crucial.
Read our Insight Brief, “Estate Planning 101” here : https://t.co/qXxr5f9Ms1 https://t.co/A9xHb8qRCZ

WealthCounsel 3 months ago

Summer vacation is almost over and as we get back into work mode, it’s a good time to refresh your memory and refocus your professional goals. Come see how to get back to basics with us : bit.ly/2w7EX5G

test Twitter Media - Summer vacation is almost over and as we get back into work mode, it’s a good time to refresh your memory and refocus your professional goals. Come see how to get back to basics with us : https://t.co/f8p1cKmDoG https://t.co/W5p5X9VLKv

WealthCounsel 4 months ago

How Wealth Docx Can Free Up Your Time bit.ly/2Lwwwd2

WealthCounsel 4 months ago

Take a brief look into all of the fun day 2 at Symposium 2018 was

WealthCounsel 4 months ago

Day two at Symposium is in full swing, Have a little glimpse of all the fun and excitement we are having.

WealthCounsel 4 months ago

We kicked off our first day at Symposium with some inspiring speakers, insightful seminars, and it's all set against the stunning backdrop of Coronado Island. We think #Learncation is a better adjective to describe this Symposium experience, don't you?

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