Skip to content
footer-logo
  • Home
  • About Us
    • Client List
    • Leadership Team
    • Testimonials
  • OUR CAPABILITIES
    • Retail Banking
    • Mass Affluent
    • Wealth Management
    • Commercial Banking
  • Contact Us
  •   LOGIN

Tag: Estate Planning Education

Helping Advisors After the Tax Act: A New Training Program

By Rick Swygman | October 1, 2013

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…

Read More
© Greene Consulting Associates, LLC. All Rights Reserved.   |   Privacy Policy   |   Site Map
404-324-4600 • info@greeneconsults.com