Insurance Advisors

We are a Continuing Education Provider approved by the Pennsylvania Insurance Department. Current approved courses include –

    • Estate Planning Issues for Parents of Children with Special Needs
    2 hours
    • Long Term Care
    6 hours
    • Maximizing Your Retirement Plan Savings
    3 hours
    • Opportunities in Estate Planning for Insurance Advisors
    16 hours
    • Opportunities in Business Succession Planning
    16 hours
    • Truth About Estate Planning
    3 hours

These courses are offered from time to time. Feel free to contact us to provide these courses, or any other topis of interest to your firm, your association, or other group.

We also offer the following courses on a regular basis.  Each of these courses can also be scheduled for presentation to your firm, or association, or other group.

  •  Truth About Estate Planning
  •  Exit Planning
  •  Successor Trustees and Administration

 

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