Membership Meeting: Life Settlement and Insurance Valuation for Estate Tax Professionals

Date: Thursday, May 8, 2025
Time: 11:30am - 1:00pm
Location: Community Foundation 3919 West Newberry Road, Suite 3
Speaker: Jamie L. Mendelsohn with the Ashar Group

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Each member is permitted to bring a guest one time per year at no cost. Space is limited. Please email office@cfncf.org with any questions. 

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Topic: Life Settlement and Insurance Valuation for Estate Tax Professionals

Explore the 35 critical factors that can swiftly erode the value of your business, shedding light on common pitfalls and crucial strategies to protect and enhance your company's worth. Gain invaluable threats that can undermine your business' value and learn how to fortify its long-term financial health. 

Presenter: Jamie L. Mendelsohn with the Ashar Group


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