A Fusion To Create Continuing Education
The demand of running a successful practice has never been greater. New investment vehicles such as IRAs and mutual funds have tax and estate planning implications unheard of a generation ago. Professional advisors must keep up-to-date on the latest changes in the law affecting tax and estate planning, along with fulfilling state requirements for continuing education and professional ethics.
To effectively address these needs, Morris Hall, in conjunction with the Academy of Estate Planning Attorneys, has developed Professional Continuing Education workshops, specifically designed to increase professional advisors’ knowledge of basic estate planning concepts and advanced planning strategies. In addition to helping you earn the important continuing education credits you need to keep your license current, these information-packed sessions will empower you with the estate planning knowledge necessary to gain a competitive advantage in today’s professional services marketplace.
2016 Continuing Education Monthly Series
The Arizona Department of Insurance and the CFP Standards Board have approved the monthly CE Luncheons for one or two (1 or 2) hour of continuing education credit. CE, CPE/CPA’s, ChFC’s, CFP’s, and CLU qualify for one or two (1) or (2) hour of credit.
12 Part Luncheon Series ($25 and $35)
Jan. 28, Thurs., Part 1 – Intro to Estate Planning and Legacy Planning
Feb. 24, Wed., Part 2 – Methods of Transfer of Decedent’s Property
Part 3 – Transfer of Assets Using the Probate System ***RESCHEDULED TO JUNE 29th
Apr. 27, Wed., Part 4 – Transfers Using Revocable Living Trusts
May 25, Wed., Part 5 – Introduction to Wills in the Probate System
June 29, Wed., PART 3 Transfer of Assets Using the Probate System
On Hold, Part 6 – Estate Tax Planning Components: The Statutory Basics
Two Credit Courses below
CXL’D Part 7 – Estate Tax Planning Components: Value Management and
CXL’D Part 8 – Estate Tax Planning Components: Ownership Management
CXL’D Part 9 – Irrevocable Life Insurance Trust and Part 10 – Charitable Remainder Trusts and Transfers
CXL’D Part 11 – Family Limited Partnerships and Part 12 – Medicaid Planning
If you would like to speak with one of our attorneys, please feel free to call us at (888) 222-1328 to schedule a time that will work for you and one of our attorneys.
Past CLE 2015 Classes:
Planning for Special Needs – Friday, May 15, 2015 – 12:00pm – 1:00pm
Asset Protection – Friday, May 22, 2015 – 12:00pm – 1:00pm
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