10 Pinckney Colony Rd Ste 400 Bluffton SC| 29909 | 843.757.5294| Fax 866.791.7130

FREE WORKSHOPS

Call or Text(843) 757-5294

  • Home
  • Services
    • Plan, Plan, Plan
    • Lifetime Planning
    • Estate Planning
    • Medicaid
    • Elder Law
    • Probate
    • Guardianship
    • Veteran's Benefits
    • Client Maintenance
  • About Us
    • Our Team
    • Our Culture
    • Our Process
    • Client Reviews
  • Free Workshops
  • Contact Us
  • Learning Center
    • FAQ's
    • Blog
    • Helpful Articles
    • Resources
    • Brian Treacy Videos
  • New Clients
  • Disclaimer
  • Financial Professionals
  • More
    • Home
    • Services
      • Plan, Plan, Plan
      • Lifetime Planning
      • Estate Planning
      • Medicaid
      • Elder Law
      • Probate
      • Guardianship
      • Veteran's Benefits
      • Client Maintenance
    • About Us
      • Our Team
      • Our Culture
      • Our Process
      • Client Reviews
    • Free Workshops
    • Contact Us
    • Learning Center
      • FAQ's
      • Blog
      • Helpful Articles
      • Resources
      • Brian Treacy Videos
    • New Clients
    • Disclaimer
    • Financial Professionals

Call or Text(843) 757-5294

FREE WORKSHOPS
  • Home
  • Services
    • Plan, Plan, Plan
    • Lifetime Planning
    • Estate Planning
    • Medicaid
    • Elder Law
    • Probate
    • Guardianship
    • Veteran's Benefits
    • Client Maintenance
  • About Us
    • Our Team
    • Our Culture
    • Our Process
    • Client Reviews
  • Free Workshops
  • Contact Us
  • Learning Center
    • FAQ's
    • Blog
    • Helpful Articles
    • Resources
    • Brian Treacy Videos
  • New Clients
  • Disclaimer
  • Financial Professionals
Sign up today and don't miss this opportunity.

Enhance Your Career with the Elder Law Boot Camp and

What you will learn

 

In this fast-paced seminar, you will learn as much information about elder law, and as many useful tips, as we can possibly teach you in four hours.  We will give you the tools you need to spot issues, give advice, and help  your clients, regardless of age, to protect assets and get great estate planning results.


By attending this seminar, you will learn the latest estate planning tools and strategies that can  help you attract new business and continue to meet your client's needs.  Our personalized client-focused approach to estate planning is not only unique, but also makes for a truly effective, comprehensive estate plans.  Raise your level of expertise to help you win and keep more clients.


We will also give you the most up-to-the minute details on digital estate planning.  Learn what your clients need to do to safeguard online accounts, photos, medical records, personal data and other information.  Also, learn how to protect an inherited IRA in light of the new Secure Act.

In addition, you can earn 4 hours of CFP continuing education credits.  


You can't afford to miss this half-day seminar

Earn 4 Credit CE Hours

Find out more

Copyright © 2023 Elder Law & Estate Planning Center - All Rights Reserved.

Powered by GoDaddy Website Builder

Cookie Policy

This website uses cookies. By continuing to use this site, you accept our use of cookies.

DeclineAccept & Close