A Strategic Guide to Accumulation & Wealth Transfer

  • Thursday, November 16, 2017
  • 8:00 AM - 10:30 AM
  • 2400 Post Road, Warwick, RI

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A Strategic Guide to 

Accumulation & Wealth Transfer

Thursday, November 16, 2017

Registration & Continental Breakfast: 7:30 am - 8:00 am
Program Scheduled: 8:00 am - 10:30 am

Learn about:

Estate Planning is Essential
Estate Taxation
Estate Planning Process
Adding Value

Presented by:

Chris Palladino, CFP, ChFC
Director, Retirement and Wealth Strategies
Jackson National Life Insurance Company

Filed for CE in Rhode Island & Massachusetts

Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-732-2400

Email: hello@naifari.org

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