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Bootcamp Dates Coming Soon!
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.
 Learn
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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