
21
May
CPE Seminar Presentation
Presenter
Joseph CavalieriDescription
The course Transfers, Taxes and Turmoil: The Importance of Annuity Titling is designed to help you understand how the registration of annuity can affect a financial strategy. Proper registration is explored under individual, entity, and retirement planning constructs. Ownership and beneficiary considerations are also discussed
Date and Time
Tue, May 21, 2019
5:30p - 6:30p EST
Location
OneSouth Florida Wealth Advisors
1000 S. Pine Island Rd.
Suite 210
Plantation,
FL
33324