We would like to thank all of you who attended our Fall 2020 WEBINAR.  We are excited to have hosted about 500 Advisors and Accountants. Thank you for the ongoing support in making our educational presentations a success.  Click here to view our
2020 Fall Newsletter.

Please contact one of our local Consultants if you are interested in a seminar for your office.

Look for seminars we will be hosting in the future.

Our seminars provide Continuing Education Credits for CPAs, CFPs, EAs and Life Insurance.