CE Seminars

Seminar Information

Why You’ll Want to Attend

Consider these benefits of the Continuing Education Program:

• Earn Continuing Education credits.

• Learn estate planning strategies for preserving wealth and reducing taxes.

• Increase your ability to communicate expertly on estate planning issues, increasing your value to your company or your private practice.

• Become an increasingly valuable resource not only to your clients, but also to their children or other beneficiaries.

• Increase your opportunity to compete for the highest net worth clients who consider estate

planning strategies essential to their total financial planning strategy.

• Meet and network with other local professionals and an estate planning attorney.

What You’ll Learn

The American Academy of Estate Planning Attorneys’ Continuing Education Program is designed to review the fundamental estate planning considerations and build the groundwork for an overview of complex strategies in the course of twelve comprehensive class hours.

Benefits

You will receive 12 hours of Certified Professional Education Credit as approved by the CFP Board of Standards, NASBA and NYS Insurance; plus an opportunity to network with other professionals, refreshments and free parking.

Method of Presentation

This Twelve-Part course, sponsored by the prestigious American Academy of Estate Planning Attorneys, will be presented in three, four-hour lectures with regular question and answer sessions. Each lecture will cover one to four parts, depending on length and complexity. This is a small, focused, interactive class limited to 30 participants.

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