Courses

Name: Your Client’s Final Celebration – Things You Can Do Now To Be Prepared
Start: 2023-03-14T12:00:00-04:00
End: 2023-03-14T13:00:00-04:00
Location: Dr. Keith Whitaker, President of Wise Counsel Research

2022 Purposeful Planning Symposium

2022 Purposeful Planning Symposium2022 Purposeful Planning SymposiumFusing Technical Aspects of Estate Planning and Wealth Management with Relational and Legacy PlanningThe Purposeful Planning [...]

Jorge Diaz2022-05-26T11:37:01-04:00May 9th, 2022|

Sample Course for Certificate Testing

Jorge Diaz2021-03-05T09:51:19-05:00October 30th, 2019|