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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. 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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