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]
Tag: Workshop
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]
Constantly Update Your Estate Plan
You must update your Estate Plan, including your Trust and Will, constantly. The reasons you need to update your Estate Plan – Revocable Living Trust, Will, Health Care Powers, etc. – is that three things are always changing: the law, your relationships, and your assets. 1. The law is regularly changing by changes in the... [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]
Client and Family Workshop Well Received
“You were in great form” is always a good thing to hear from a client after a presentation to them and their family. Families are home for Thanksgiving, so that is why my clients in my Formal Update Program, The LifePlan System™, are encouraged to attend my worship with their loved ones. We met Saturday... [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]