Sheffield Law Office

(408) 920-2500
Sheffield Law Office
25 Metro Drive, Suite 600
San Jose, CA 95110

Estate Planning | Probate & Trust Admin | Taxes | Business Planning

Trusts & Estates Boot Camp for Advisors
Register Now for 16 Hours of Free CE

Click here to download the complete "Trusts & Estates Boot Camp for Advisors" Brochure in PDF format.

Silicon Valley Continuing Estate Planning EducationLearn how you can find additional opportunities to service your clients and put additional revenue in your pocket. This two-day course is designed to take the professional from little to no knowledge of estate planning to practical, real world knowledge. Come away from this event being able to spot the critical estate planning issues facing your clients, along with being able to identify the techniques needed to save taxes, reduce risk, and build increased client satisfaction.

This event will also provide an ideal opportunity to network with other advisors and will provide techniques for working synergistically with these advisors in assisting your clients.

Walk away with estate planning strategies that you can put to immediate use in boosting your practice and helping your clients!

 

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CE Units For:
CPA
  CFP
  EA
  CLU/ChFC
  Life Ins Agent
Professional Fiduciary