To CPAs in the DMV Area, Blue Mountain Financial Group will be co-sponsoring a complimentary in -person CPE Event: December 14, 2022: Rockville, MD.
Join Us December 14th 2022 For a Complimentary CPE Seminar in Rockville, MD
Location: 401 N. Washington St., Suite 450, Rockville, MD 20850
Time: December 14, 2022 | 9:15 AM – 1:00 PM
9:15 AM Arrival, Registration & Light Breakfast
10:00 AM Deferred Compensation Plans: Retaining and Rewarding Key Employees (1 credit)
Presented by Phil Raymond, MBA, CFEd, CLF, ChFC, CLU, 1847Financial
11:00 AM The Role of Life Insurance in Buy Sell Planning (1 credit)
Presented by Phil Raymond, MBA, CFEd, CLF, ChFC, CLU, 1847Financial
12:00 PM Networking Lunch
Please register by emailing Gina Iovanisci at events@1847financial.com. Be sure to indicate you were personally invited by Blue Mountain Financial Group when you register.