Professional Resources

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 we 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.

We are committed to bringing you quality educational 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. Some of the topics we present on include:

Continuing Education Programs for Financial Advisors (2 hours CE credit unless noted. CE Credits available for Life Agents, CFPs, CLUs, ChFCs, CPAs and EAs).

  • Basic to Advanced Estate Planning Techniques – 12 hours
  • Business Succession Planning – 8 hours
  • IRA and Retirement Benefits Planning
  • Trust Administration (Estate Settlement)
  • Special Needs Trusts
  • Life Insurance Planning
  • Education Planning with 529 Plans
  • Total Return Trusts
  • Medi-Cal, Veterans Benefits and Long Term Care Planning
  • Charitable Planning
  • Drafting and Administering Special Needs Trusts

Page Tools