ACF of Sedona PA Luncheon on Lead Trusts
Join us for lunch and an educational discussion about Charitable Lead Trusts with Randy Houston CFP who serves as Executive Vice President for Yellowstone Trust Administration Inc. Randy is a Certified Financial Planner with expertise in charitable estate planning. Randy has worked in the financial services field with charitable trusts for 30 yrs. An estate problem solver he has helped hundreds of families meet their estate planning goals through the use of charitable trusts and has spoken frequently on the topic for internal trainings with broker dealers insurance companies and charities. He is an advisor to advisors to show how charitable trusts can be incorporated into clients financial and estate planning. We would like to extend our sincerest gratitude to Sterling Financial for their generous support of this event. This session qualifies for 1 hour of continuing education credit for Certified Financial Planners and insurance professionals....
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Category: Tickets
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