Our Asset Protection Workshop for Financial Professionals, CPAs, Accountants, and Insurance Professionals was very interactive between all parties and extremely insightful. We learned from the Accounting Professionals how their clients look at protecting their assets; we looked at available insurance from the Insurance Professionals as to what they help insure; and we heard from Financial... [Read More]
Category: Continuing Education
Asset Protection Workshop Tomorrow!
There is still time to sign up and attend our Asset Protection Workshop tomorrow, Wednesday, May 30, 2012, from 8:00 to 9:00 a.m. You can call our office to reserve a seat for this informative workshop at 828-252-7300. More details can be found in our Ma... [Read More]
Asset Protection Workshop – May 30
I will present the workshop “Five Common Asset Protection Mistakes” on Wednesday, May 30, 2012, from 8:00 to 9:00 a.m. The class will provide one hour of continuing education credit from the N.C. Department of Insurance, and is for CPAs, Accountants, Financial and Insurance Professionals. In one hour we will cover: 1. Why you have... [Read More]
Register Now: Five Common Estate Planning Mistakes, 1 Hour CE Workshop
Please join us the morning of Leap Day, February 29, 2012, for an informative and fun one hour of Continuing Education. We’ll help you better help your clients and gather prospects as we go through the Five Common Estate Planning Mistakes. We’ll be in and out in an hour and get you on your way... [Read More]