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Jim Bell, CFP®
President & Founder
Bell Investment Advisors
Thomas V. Bret, Esq., CPA, CFP®
Co-Founder, Cederborg & Bret LLP
Donald E. Morris, Jr., CLU®
Sitzmann Morris & Lavis Insurance Agency
The webinar focuses on the permanent changes to estate tax law enacted in 2013 and their effect on traditional estate planning, along with the role that insurance can play in your estate plan.
Some of the topics covered: