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December 10, 2019 CE Study Group in Center City
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 Export to Your Calendar 12/10/2019
When: Tuesday, December 10, 2019
11:45 AM
Where: Wescott Financial Advisory Group
30 S. 17th Street
Philadelphia 19103
United States
Contact: Chris Stewart
215-295-0729

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Please join us for a CE Study Group Lunch 'n Learn in Center City.

Topic: Long-Term Disability Plans
  presented by Ethan F. Abramowitz, Esq., Seltzer & Associates, PC
 
This presentation will provide financial planners and wealth managers with an overview of the common issues with Long-Term Disability Plans that often jeopardize clients' financial security.  This would include:
  • an overview of differences between IDI and LTD coverage and issues with same,
  • an overview of how to verify one's perceived LTD benefit,
  • the impact of other income benefits/offsets; and
  • the impact of tax liability and accounting for same in a risk management plan.
(One hour of CFP CE credit approved)
 
Bring your own lunch. Refreshments will be provided.  There is a cafe n the lobby to purchase lunch items. 
 
There is no charge to attend this event, but pre-registration is required.
 

Register by clicking the button below.

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FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us