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Wednesday, September 27, 2023

Case Study Collaboration Exercise

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Northwest Washington Estate Planning Council

NORTHWEST WASHINGTON ESTATE PLANNING COUNCIL

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Goal-based Wealth and Tax Management for Long Term Care and Medicaid Planning

Date: Wednesday, January 17, 2024
Time: 5:00pm - 7:30pm
Location: Chuckanut Manor
Speaker: Ted Markow CFP, CLU

Ted Markow CFP, CLU, of Markow Financial Group will speak on annuities and related strategies for long-term care/Medicaid planning.

Session on Annunities and related strategies for Long Term Care/Medicaid planning

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UPCOMING EVENTS

September 27, 2023

Case Study Collaboration Exercise

Katti Esp and Justin Gross

See Event Details

November 8, 2023

How to Provide Proper Financial Care and Advocacy for Your Vulnerable Clients

John Gardner, CPA, CPGC

See Event Details

January 17, 2024

Goal-based Wealth and Tax Management for Long Term Care and Medicaid Planning

Ted Markow CFP, CLU

See Event Details

March 20, 2024

Legacy with Impact: Intentional Giving & Planning Options for Clients

Elena Thandiwe Pullen-Venema

See Event Details

See Full Calendar

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