Financial and Estate planning go hand in hand. Financial Planning helps gain assets and Estate Planning protects those assets once realized.
The first part of the course will focus on how public safety professionals can effectively manage and invest their money to augment their salary and to prepare for retirement.
The second part will synopsize the Probate Court process and will teach participants how to avoid Probate through Trusts, LLC’s, Joint Tenancy, and POD accounts. Each attendee is entitled to a free 1-hour individual consultation with either or both presenters on a later date.
Frontline Finance and Insurances LLC
The Law Office of Julio C. De Leon
$100
Cancellation Policy
Effective 8/1/18
All cancellations and substitutions MUST be in writing and directed to the CPOA Training Coordinator cpoa@cpoa.org. All refunds will be processed within 30 days from the written date of the cancellation request.
Cancellations made 30 calendar days or more from the first day of your registered course will be refunded minus a $30 cancellation fee.
Cancellations made 29 calendar days to 10 calendar days from the first day of your registered course will receive a 50% refund.
Cancellations made 9 calendar days or less from the first day of your registered course are NOT eligible to receive a refund.
*Registrants who cannot attend a course are strongly encouraged to find a substitution.
Substitution Policy
CPOA encourages you to make a substitution if a student cannot attend the course; substitutions will be accepted prior to the course in writing and on-site.
*Registration Policy
CPOA will not register anyone for a class unless payment has been received in full. If you are not able to provide payment with registration you may provide a credit card to hold the seat. However, all students must be paid in full 10 days prior to the class. If payment is not received and a card has been given to hold the seat, it will be charged.
CPOA provides progressive, ethical leadership development through training, technology, advocacy, and mentoring of our future leaders.
