Speaking Engagements, Events, Seminars

Financial Planner Seminar 2022

Join BrownWinick's Estate Planning Practice Group for the 2022 Financial Planner Seminar.  

This educational seminar, lead by BrownWinick's Estate Planning Practice Group, will focus on providing both new and experienced financial advisors with estate planning related considerations and opportunities for their clients. The Estate Planning Practice Group will discuss beneficiary designations, identification and transition of fiduciaries, and common irrevocable trust techniques in today's tax environment.

After the seminar, join BrownWinick and other attendees for a reception and enjoy food and drinks.

AGENDA:

  • 12: 30 PM - 1:00 PM - Registration
  • 1:00 PM - 4:00 PM - Sessions
  • 4:00 PM - 5:00 PM - Reception

Location:

West48 1601 48th Street #100

West Des Moines, IA 50266

Register

Date & Time:

09/21/22

1:00 PM to 5:00 PM