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CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Leon Wessels - Host
Corporate Business Development Manager
Life Insurance Trust Company
John Barkhurst - Host
Sr. New Business Development Manager
ITM TwentyFirst
Kristin Bulat - Presenter
SVP Strategic Resources
NFP & PartnersFinancial
Kenneth R. Samuelson - Presenter
President and CEO
Morehead Group
Susan Lipp - Host
Editor in Chief
Trusts & Estates