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The demands of running a successful financial services practice have never been greater. New investment vehicles such as IRAs and mutual funds have tax and estate planning implications unheard of a generation ago. Financial professionals 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 this need, Morris, Hall & Kinghorn, in conjunction with the Academy of Estate Planning Attorneys, has developed continuing education workshops, specifically designed to increase financial 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 financial services marketplace.
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