Join us to hear Gilda Moshir of PHP - People Helping People to educate people about financial literacy. She will be discussing Universal Life Policies.
Objectives: Participants will:
- Recognize an indexed life policy from a universal life policy.
- Identify the features that benefit your clients.
- Determine if this is suitable place to save your client money.
Indexed Universal Life Policies
Level of Difficulty: Update
Some knowledge of universal life policies preferred.
CPAs and professional staff.
Registration opens at 7:30 AM.
Fees: $22/member, $62/nonmember.
Add $5 for same day and at door registration.
Includes breakfast.
Parking is free.
Location:
Holiday Inn
3223 E Garvey Ave N
West Covina, CA 91791
Should you have any questions, please contact Program Associate Shelly Medina at shelly.medina@calcpa.org.