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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.

Advisor Estate Planning Continuing Education Class: May 18, 2016

Blog CE 4-2016


“Advisor Business from Estate Planning”

aka “What’s in it for Me?” aka “Where is the Sale?”

Estate Planning attorney, Steven Andrew Jackson, will teach a one hour Continuing Education class on “Advisor Business from Estate Planning” (aka “What’s in it for Me?” aka “Where is the Sale?”). The class will be from 8:00 am to 9:00 am on Wednesday, May 18, 2016, at The Biltmore Building, One North Pack Square, in downtown Asheville.  The class is approved for one hour Continuing Education by the North Carolina Department of Insurance.


This is a casual one hour seminar designed to make sure you receive a valuable return on your investment of time. We will look at how Estate Planning is a good prospecting tool; how it gets you to “the same side of the table” as your Client; how it can help deeply reinforce your relationship with your Client or Prospect; gather assets under management; implement needed products for your Client, and provide needed and on-going accounting work. We’ll show you “What’s in it for Me?”

You can contact our office at (828) 252-7300 or to obtain more information or register for the class.