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Today, the demands of running a successful financial services
practice have never been greater. New investment vehicles such as IRAs and mutual
funds have tax and estate planning implications unheard of a generation ago.
Financial professionals must not only serve their existing clients and prospect
for new ones, but they must keep up to date on the latest changes in the law
affecting tax and estate planning, along with fulfilling state requirements
for continuing education and professional ethics.
That's why our law firm and the American Academy of Estate
Planning Attorneys have developed Continuing Education Programs designed to
increase financial advisors' knowledge of basic estate planning concepts and
advanced planning strategies. Not only will you learn how to use your existing
estate planning services more effectively, but you'll gain Continuing Education
credits you need to keep your license current. This can include block courses
over a period of several months with full credit of insurance and other agencies.
Our law office is committed to bringing you programs that will not only empower
you in the advanced strategies of estate planning, but increase your edge in
the increasingly competitive financial services arena.
Continuing
Education Seminars
Register online
for one of our upcoming Continuing Education Programs. To learn more, email
us about our regular or customized Continuing Education Programs. We can work
with your organization in creating a customized program that best suits your
needs.
Educational
Alerts
Click here to view our latest Educational
Alert or to be added to our regular estate planning educational alerts for
professional advisors.
Educational
FYIs
Click here to view our latest Educational
FYI or to be added to our regular estate planning educational FYIs for professional
advisors.
Lunch & Learns
Ask us about our "Lunch & Learn" meetings. We frequently meet with professionals
in our community to learn more about their businesses and our common goals.
Email us to schedule a Lunch & Learn
meeting today!
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