Workshops

For Certified Public Accountants

Contact Us to receive notices of our monthly “Current Topics” workshops.

We are a Continuing Professional Education Program Sponsor licensed by the Pennsylvania State Board of Accounting. The current courses listed below are scheduled from time to time. You can also contact us to provide individual courses, or other topics of interest, for your firm.

Exit Strategies (1 hour or 2 hours)
Estate Planning in Times of Uncertainty (2 hours or 3 hours)
Estate Planning Issues for Parents of Children with Special Needs (2 hours)
Long Term Care (3 hours)
Maximizing Your Retirement Plan Savings (3 hours)
Opportunities in Estate Planning for CPAs (16 hours)
Opportunities in Business Succession Planning (16 hours)
Truth About Estate Planning (2 hours or 3 hours)
Successor Trustees and Administration (2 hours)
Grantor Retained Annuity Trusts (2 hours)

Basic Series

Wills and Revocable Living Trusts
Disability Planning
Irrevocable Life Insurance Trusts
Funding / Titling of Property
Collaborating with an Attorney

Intermediate Series

Asset Protection Basics
Special Needs Trusts
Medicaid Planning
Federal Estate Tax Basics
Form 706 – Estate Tax Returns

Advanced Series

Offshore Planning
Formula Funding Classes
Charitable Trusts
Gifting Strategies
Family Limited Partnerships

Planning Series

Estate and Trust Settlement
Business Planning
Buy-Sell Agreements
Retained Income Trusts
Plus many more…

For Insurance Advisors

We are a Continuing Education Provider approved by the Pennsylvania Insurance Department. Current approved courses include:

Estate Planning Issues for Parents of Children with Special Needs	2 hours
Long Term Care	6 hours
Maximizing Your Retirement Plan Savings	3 hours
Opportunities in Estate Planning for Insurance Advisors	16 hours
Opportunities in Business Succession Planning	16 hours
Truth About Estate Planning	3 hours

These courses are offered from time to time. Feel free to contact us to provide these courses, or any other topics of interest to your firm, your association, or other group.

We also offer the following courses on a regular basis. Each of these courses can also be scheduled for presentation to your firm, or association, or other group.

Truth About Estate Planning
Exit Planning
Successor Trustees and Administration

For Certified Financial Planners

Contact Us to receive notices of our monthly “Current Topics” workshops.

We are Continuing Education Sponsor approved by the Certified Financial Planners board of standards. Current approved courses include:

The Truth About Estate Planning: 3 Hours
Maximizing Your Retirement Plan Savings: 3 Hours
Opportunities in Estate Planning: 16 Hours

These courses are offered from time to time. Feel free to contact us to provide these courses, or any other topics of interest to your firm.