Join Bayntree as we welcome Michael Moore, President of CDP Insurance Services, for an in-depth discussion of Section 264a and how it relates to Premium Financing for Business Owners and the Mass Affluent.
Michael is one of the foremost experts in the country on this topic with 20+ years of experience in the administration and banking side of this planning industry.
We will discuss:
Licensed CPA – 1 CPE Credit Hour
Brian Hartstein, MSFS, CLU®, ChFC®, Bayntree Wealth Advisors
Andrew Rafal, Bayntree Wealth Advisors
2502 E. Camelback Rd., Phoenix, AZ 85016
Tuesday - May 21st, 2019
11:30 a.m. to 1:00 p.m.