Details
May 17, 2017
9:00AM - 9:50AM
Master Trust Advantage
Strengthening Your Preneed Portfolio and Funeral Home Valuation
Juniper, Hilton Columbus @ Easton
Bill Pahl, UBS Financial The 770 Group and Paul vonSchoeler, CEO, Administrative Systems, Inc.
You will leave this session with an overall understanding of preneed law in Ohio. Learn of new regulations, and how Ohio law provides built-in consumer protection. In addition, the OFDA Master Trust is explained in detail allowing you to identify an investment avenue appropriate for your individual clients and improve your funeral home’s valuation through the utilization of trust products.
One Continuing Education Hour.
Register Now (online registration)
Convention Brochure (download to register via mail or fax)
Add to Calendar
aCLuDhaqizCaPxAftmqF167204
05/17/2017 09:00 AM
05/17/2017 09:50 AM
false
Master Trust Advantage
Bill Pahl, UBS Financial The 770 Group and Paul vonSchoeler, CEO, Administrative Systems, Inc.
You will leave this session with an overall understanding of preneed law in Ohio. Learn of new regulations, and how Ohio law provides built-in consumer protection. In addition, the OFDA Master Trust is explained in detail allowing you to identify an investment avenue appropriate for your individual clients and improve your funeral home’s valuation through the utilization of trust products.
One Continuing Education Hour.
Register Now (online registration)
Convention Brochure (download to register via mail or fax)
Juniper, Hilton Columbus @ Easton
