Seminar info  

Estate Tax Planing for Non-US Citizens - CE

This continuing education course will provide (2) credits. 

Strategy Speakers:

Kathryn Wakefield, JD, CLU, Director Estate & Business Planning, MassMutual Financial Group

Wednesday, May 24, 2017, 10am – 12pm

Fifth Avenue Financial – 530 Fifth Avenue, 14th Floor

Please RSVP with Shirley Morel at SalesandMarketing@FifthAveFinancial.com or call (212) 536-6036. 

 

Individual Disability Insurance in Multi-Life Settings - CE

This continuing education course will provide (2) credits. 

This continuing education course will provide (2) credits.  The objective of this course is to provide education and training for Insurance Professionals in the tools necessary to plan for Disability in a Multi Life selling environment. The course will provide attendees with the basic elements necessary for understanding the need for disability insurance and the basic steps necessary to plan for implementing a Multi Life Disability case. 

Strategy Speakers:

Jonathan Haddad, REBC, Regional Sales Director, Executive Benefits, MassMutual Financial Group & Dennis Mullen, CLTC, Managing Director, Brokerage Sales, Fifth Avenue Financial 

Wednesday, June 28, 2017, 10am – 12pm

Fifth Avenue Financial – 530 Fifth Avenue, 14th Floor

Please RSVP with Shirley Morel at SalesandMarketing@FifthAveFinancial.com or call (212) 536-6036.  

Individual Disability Insurance in Multi-Life Settings - CE

 

Estate Planning Mistakes - CE

This continuing education course will provide (2) credits. This CE classroom presentation will focus on providing new producers with education on basic estate, life insurance and business planning techniques and the ability to identify common planning mistakes within their client’s estate plan. This course examines ways to correct these mistakes, thus helping the client achieve their goals and objectives.

Strategy Speakers:

Patrick Olearcek, JD, CLU, ChFC, Assistant Vice President, Estate and Business Planning, MassMutual Financial Group 

Wednesday, September 13, 2017, 10am – 12pm

Fifth Avenue Financial – 530 Fifth Avenue, 14th Floor

Please RSVP with Shirley Morel at SalesandMarketing@FifthAveFinancial.com or call (212) 536-6036.