Bootcamps Return

By popular demand, in June we will resume our monthly Bootcamp for Advisors series, where we provide 16 hours of continuing education to insurance professionals, certified public accountants, and certified financial planners, on planning techniques that can help them better serve their clients.  The new seminar has been updated to reflect planning techniques under the new estate tax law.  If you are a professional advisor and are interested in attending one of these two day events, please feel free to contact our office for dates and locations.