Clarkston Capital

Virtual AEP Event: The Top Three Ways to Use Life Insurance in Charitable Planning

Date: Tuesday, March 15, 2022
Time: 12:00pm - 1:00pm
Location: Virtual
Speaker: Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP®

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Thank you to our sponsor.



*You do not need to have an AEP designation to attend this event.*

*Event is eligible for one hour of AEP CE; CFP credit is pending. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.*

LUNCH WILL BE PROVIDED VIA DELIVERY FROM PANERA BREAD. Lunch will be delivered to your home or office from Panera (restrictions apply). You will receive a one-time virtual event code that you’ll use on Panera’s website or app about 36 hours prior to the webinar. You can place your order anytime after receiving the code for the day of the webinar! Maximum amount $20 per person, only one meal per person. Click here to view the menu!


Interested in obtaining the Accredited Estate Planner® designation? A council nomination will provide a 50% discount on the application fee, an exemption from the professional references, and reduce the 15 years’ estate planning experience requirement to 10 years for exemption from the education courses. Go the CAEPC site’s AEP® page for more information.

See Upcoming Event Calendar