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Sessions | Instructor | Event Registration |

Event Information

LA East San Gabriel Valley DG: 17 Features of an Indexed Universal Life Policy | G3031119A
Date: November 21, 2019
Event Start time: 8:00 AM   End time: 9:00 AM
Location: San Gabriel Valley

Facility: Holiday Inn - West Covina
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Member:       $22
Nonmember: $62

CPE Credits:

1.00 CPE: Continuing Professional Education Technical


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.

Major Subjects:
Indexed Universal Life Policies

Level of Difficulty:
Update

Field of Interest:
Finance

Prerequisites:
Some knowledge of universal life policies preferred.

Designed For:
CPAs and professional staff.

Advanced Prep:
None

Event Notes:
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.