Steve’s continuing education class for professionals on special needs planning was well received by the CPAs, Insurance and Financial Professionals in attendance. Some of the information received that was most meaningful to the attendees included: “The ability to keep the challenged child on SSI and Medicaid if properly done.” “Special Needs Trusts clarification.” “The relationship... [Read More]
Tag: Continuing Education
Overlooked Uses of Life Insurance in Estate Planning Class Tomorrow
Steve will teach a one hour Continuing Education class to CPAs, Accountants, Financial Advisors, and Insurance Professionals on needed uses of Life Insurance in Estate Planning that are often overlooked. This one hour class will offered at One North Pack Square, the Biltmore Building, Asheville, N.C., at 8:00 a.m. on Wednesday, September 26, 2012. Contact... [Read More]
Continuing Education Class – Overlooked Uses of Life Insurance
The Professional Education Class on Overlooked Uses of Life Insurance will be held on Wednesday, September 26, 2012, beginning at 8:00 a.m. in the Biltmore Building located at One North Pack Square, Asheville, N.C. Steve will teach this one hour continuing education class. Topics include: Why Life Insurance is often the most obvious, logical, and needed... [Read More]
Asset Protection Workshop – Very Interactive!
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]
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]
Professionals Class Well Received
Eighty-six percent (86%) of attendees of my workshop last Tuesday gave it the highest “very useful” rating, with 14% giving it the next highest “will be useful” rating. The Financial and Insurance Professionals said they enjoyed hearing about how Trusts work, IRA planning, Personal Protection if you own rental property, the different uses of Life... [Read More]
Continuing Education Workshop Update
We are almost full for the upcoming Continuing Education Class I am leading on November 8 from 4:00 to 6:00 p.m. at Pack Place for Financial and Insurance Professionals. Although we are almost full, do call us to book a seat and get on our stand-by list. It should be a fun and interactive time.... [Read More]
Financial and Insurance Professional Workshop
Financial and Insurance Professional Workshop on November 8 at 4:00 p.m. On Tuesday, November 8, from 4:00 p.m. to 6:00 p.m., at Pack Place Board Room, I will be leading an educational workshop for Financial and Insurance Professionals approved for two (2) hours of continuing education credit by the N. C. Department of Insurance. We... [Read More]