June 18, 2014 - PST

"The Wonder Years: Advising Clients at the Beginning of the Journey" at the ACTEC Summer Meeting

This event has already occurred.
Dana Point, CA
On June 18, 2014, Jeanne Newlon presented "The Wonder Years: Advising Clients at the Beginning of the Journey" to the American College of Trusts and Estates Council and the Summer Meeting in Dana Point, CA. This was the first part of the program entitled "Alpha to Omega: The Life Cycle of an Estate Plan."