Asset Protection Workshop – May 30

I will present the workshop “Five Common Asset Protection  Mistakes” on Wednesday, May 30, 2012, from 8:00 to 9:00 a.m.  The class will provide one hour of continuing education credit from the N.C. Department of Insurance, and is for CPAs, Accountants, Financial and Insurance Professionals. In one hour we will cover: 1.  Why you have... [Read More]

Constantly Update Your Estate Plan

You must update your Estate Plan, including your Trust and Will, constantly.   The reasons you need to update your Estate Plan – Revocable Living Trust, Will, Health Care Powers, etc. – is that three things are always changing:  the law, your relationships, and your assets.   1.   The law is regularly changing by changes in the... [Read More]

Register Now: Five Common Estate Planning Mistakes, 1 Hour CE Workshop

Please join us the morning of Leap Day, February 29, 2012, for an informative and fun one hour of Continuing Education.  We’ll help you better help your clients and gather prospects as we go through the Five Common Estate Planning Mistakes.  We’ll be in and out in an hour and get you on your way... [Read More]

Client and Family Workshop Well Received

“You were in great form” is always a good thing to hear from a client after a presentation to them and their family.  Families are home for Thanksgiving, so that is why my clients in my Formal Update Program, The LifePlan System™, are encouraged to attend my worship with their loved ones.  We met Saturday... [Read More]

Financial and Insurance Professional Workshop

Financial and Insurance Professional Workshop on November 8 at 4:00 p.m. On Tuesday, November 8, from 4:00 p.m. to 6:00 p.m., at Pack Place Board Room, I will be leading an educational workshop for Financial and Insurance Professionals approved for two (2) hours of continuing education credit by the N. C. Department of Insurance.  We... [Read More]