Have you ever thought who needs a will or wondered what potential problems your clients could avoid by having a professional will?
Maybe you're not sure how to advise your clients on how best to use a cabin trust? Would you like to find out why your client may want or need a revocable trust?
Attorneys Shannon Enright and Tom Raisbeck invite you to attend their upcoming workshop on Wills & Revocable Trusts. Attend this free workshop for an informative discussion on:
- Guardian and minor's trust provisions
- Revocable trusts
- Disclaimer trusts
- Cabin trusts
Receive 1 CE CREDIT.
All attendees will receive 1 CE credit for attending this workshop. We will submit your name and verify your attendance. You will be notified of your updated CE credit via the appropriate institute.
This workshop is designed for financial advisors, investment bankers and financial professionals.
Please feel free to bring a client or colleague.