CE Event at the Guardian San Ramon Office

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Name: CE Event at the Guardian San Ramon Office
Date: September 5, 2013
Time: 9:00 AM - 11:30 AM PDT
Event Description:
Employer Owned: It's Not Just COLI For CE and CPE Credits When: September 5th 2013 Time: 9:00 - 11:30 AM (Breakfast will be provided. Please arrive by 8:45 to check in) Location: Bishop Ranch #8, 4000 Executive Parkway, Suite 514 San Ramon, CA 94583 (925) 983-2900 RSVP with Linda Martinez or Quang Do by Sep 3rd Speakers: Victor Ngai, JD, CLU, ChFC Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS Tim Kao, CFP®, Agency Manager, Guardian Life Insurance & Park Avenue Securities Topic 1: Defined-Benefit Planning for Closely Held Businesses (1 hr CE) Topic 2: Employer-Owned Life Insurance. It's not just COLI (1 hr CE) Topic 3: Manage Your Personal Finances w/ Living Balance Sheet® (non credit)
Location:
Guardian Life, 4000 Executive Parkway, Suite 514 San Ramon, CA 94583 (925) 983-2900
Date/Time Information:
September 5, 2013 9-11:30 AM
Contact Information:
RSVP by Sep 3rd with Linda Martinez (925) 983 ? 2900 or Quang Do (925) 983 - 2950
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Fees/Admission:
Free of charge RSVP required for admission
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