Accredited Estate Planner (AEP) Case Study Event
Date: Thursday, January 16, 2025
Time: 11:45am - 1:00pm
Location: Hybrid - Central New York Community Foundation/Zoom
Join us for an interactive review of a fact pattern and character descriptions with core questions that each team will be asked to answer. The results from each group will then be coalesced. Together, we will create a comprehensive, multi-disciplinary plan of action for the clients and hopefully learn something from each other too!
