12:30 – 1:30 p.m., 0.5 credit + 0.5 ethics
Live Webinar ONLY
Speaker:
Niraj Chhabra CFP, MBA, CRPC, CLTC
Ameriprise Financial
At this CLE, our speaker discusses estate planning, family, and strategies that apply to business owners. Attendees will learn the potential pitfalls of not declaring all their income and sheltering their assets from creditors. The speaker will also discuss challenges such as retirement planning, education planning, planning for aging parents, and estate planning, including solutions to overcome them.