David Warren, President and CEO of Bridgeford Trust, will be presenting at the HighPoint Institute’s September event. The Highpoint Institute is an educational seminar platform for financial and business professionals looking to enrich the client experience with the latest on estate planning. The event has been approved for the following professional continuing education credits: CFP, CPA, LI®, CLU®, RICP®, ChFC®, CLF®, CASL®, ChSNC™, CAP®, and FSCP.
David’s presentation – What Your Clients May Be Losing By Having Their Trusts in Pennsylvania – will highlight the paramount importance of selecting the proper trust jurisdiction. Awareness of the tax, asset protection, and privacy advantages of modern trust laws is vitally important in the wealth planning process. Join this event to learn how selecting the proper trust jurisdiction will deliver far more control to advisors, settlors of trust, and beneficiaries than ever before.
Date: Thursday, September 15, 2016
Location: HighPoint Law Classroom (200 Highpoint Drive, Suite 211, Chalfont, PA 18914)
Registration Fee: $25 and includes a continental breakfast, networking, and the opportunity to earn 3 CE Credits
Click here for more information and to register!
We hope to see you there!