- Presentation can include a number of various topics including; Risk
Management, Income Tax Planning, Investment Management, Retirement
Planning, Estate Planning. The presentation can be narrowed to a
specific subject and current events. Examples of past presentations
include; Charitable Strategies, The Value of Permanent Life Insurance,
Long Term Care , Business Continuation Planning, Market Conditions and
Investment Strategies.
- Special Equipment: A screen to project the presentation.
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