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    Steven developed a thorough plan to meet our complicated needs with a blended family and special needs child in a timely manner. - Cheryl F.

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    Mr. Jackson made a tough process easy and painless! - Kyle M.

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    "Integrity, trust - a rare item - it's here! - Ron F.

Continuing Education for Professionals

Steve is an experienced educator. He has taught continuing education and other courses to Financial Advisors, Accountants, Insurance Professionals, Financial Planners, and Attorneys. Steve teaches classes that are approved for Continuing Education credits from between one to twelve hours. That being from a lunch time talk to two full days of approved Continuing Education credits. He also teaches classes to help professionals better connect with and service their clients. Click here to download Steve’s Profile.

Steve is gifted in conveying complex ideas in simple understandable terms. He uses analogies, word pictures, images, and humor to make the classes understandable and enjoyable.

He understands that the client’s Trusted Professionals—the Financial Advisor, Accountant, Insurance Professional, and Financial Planner—need to understand it from their point of view. How their part of their professional services relate to the legal estate planning. They also want to see how they can best benefit the client and provide the best service and products for the client as a part of that process.

Steve can also provide value by presenting to the Professional’s clients or prospects.

Click here for more information about Continuing Education Courses

Feedback from Steve’s presentations:

“Great information. Great seminar!” – Tom Mitchell

“Very well presented. Clear. Questions fully answered.” – Ellen Richardson

“Excellent speaker. Covered topics completely.” – Vincent Speer

 

Contact us if you need Professional Education or assistance with clients/prospects

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