Insights & News

Philadelphia Estate Planning Council
Roundtable Programs

April 18, 2024
PEPC hosted two roundtable programs:

"Understanding and Leveraging Life Insurance as an Asset Class"
In-Person and Virtual Formats Available

"Shaking Off Buy-Sell Agreements and Life Insurance for Business Owners: Implications and Planning in the Wake of Estate of Connelly v. United States"
Virtual Format Only

Please watch our video to learn more about the two sessions:

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