[Fredslist] July 16th Seminar Invite

christine.finocchio at ubs.com christine.finocchio at ubs.com
Fri Jul 11 12:38:08 EDT 2014


Hello Gotham,

 

Creative Plan Designs, Ltd. is doing an educational seminar about Life Insurance.  CPA's, CFP's, and Enrolled Agents can get two CE credits.  Please forward to all you know.

 

You can still RSVP.

 

See you there,

 

Christine Finocchio, CRPS

 

	
	
 

________________________________

Subject: Did you RSVP for our July 16th seminar event? Are you bringing a guest? 

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Creative Plan Designs, Ltd.

Invites you to a Live Educational Seminar on

July 16, 2014

 

	

 

Topic:

Life Insurance is often Misunderstood,. Don't fall prey to schemes that could fall apart in subsequent years and cost you dearly. During this seminar you will learn to identify the prizes and the pitfalls of this complex product.

 

Speaker: 

Edward Gordon, CEP

 

Two CE credits will be offered to CPAs, CFPs and Enrolled Agents.

 

	

 

                        

Event Info

 

Yes, this is a free event! Food and beverages will be served.

 

RSVP is required by July 10, 2014.  Please RSVP to Lia Palumbo at lpalumbo at cpdltdcom <mailto:lpalumbo at cpdltd.com>  or 516-742-6123 ext. 228.

 

When & Where

 

Date:  July 16, 2014

 

Time:  5PM - 7:30 PM (Seminar will start at 5:30 PM Sharp)

 

Location:  Hamlet Golf and Country Club

                 One Clubhouse Drive

                 Commack, NY 11725

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Creative Plan Designs, Ltd. | 90 Merrick Avenue, Suite 102 | East Meadow | NY | 11554

	
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