Simmons Perrine Moyer Bergman PLC

Paul Morf to Present at Professional Advisor Continuing Education Conference August 8, 2017

Related Professional(s): Paul P. Morf

The Ninth Annual Professional Advisor Continuing Education Conference will be held on Wednesday, Aug. 30 in Ames. The full day event is hosted by the Iowa State University Foundation Office of Gift Planning and is an educational opportunity for attorneys, financial advisors and insurance agents.

Simmons Perrine Moyer Bergman attorney Paul Morf will hold a session at the event which will address advanced estate planning techniques and strategies used in planning for high net worth clients and the considerations that practitioners should address when designing and implementing such plans. For more information or to register for the seminar, visit the ISU Foundation website.