If you are planning on attending the Heckerling Institute on Estate Planning Conference in January and would like to meet with Henry and/or Bill, please call or email to schedule a time. In addition, Henry and Bill will both be available for a conversation and Q&A session on Tuesday, January 15th @ 1:30pm at Booth 230. Please join us.
Henry Montag, CFP
Bill Boersma, CLU, AEP