Helping Advisors After the Tax Act: A New Training Program

We are excited to announce the launch of a new training program titled, “Estate Planning Strategies – A New Paradigm for Advisors.” This online, self-study program is designed in partnership with industry-leading estate planning attorney, Donna Schumell and Greene Consulting.

The online, self-study program equips Financial Advisors with:

  • A broad understanding of The American Taxpayer Relief Act of 2012 and how it impacts high net worth clients from an estate planning perspective
  • Actionable techniques for engaging clients in the right conversations that will drive opportunities and deepen client relationships

Learn more about this program and see a free lesson sample by clicking the link below.

An Online Program Educating Financial Professionals on What They Should Know About the 2013 Estate Tax Law Changes