Certified Financial Planners

We are Continuing Education Sponsor approved by the Certified Financial Planners board of standards. Current approved courses include –

    • The Truth About estate Planning
    3 hours
    • Maximizing Your Retirement Plan Savings
    3 hours
    • Opportunities in Estate Planning
    16 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.

  Created and Maintained by WSI.
This site is optimized for
Netscape 4 and Internet Explorer 4 or higher. Please download an updated version now.