There are several opportunities to attend our 2-Day Trusts, Estates, and Elder Law Boot Camp for Advisors over the next few months, but first, we wanted to tell you why it’s worth attending!

The 2018 Boot Camp for Advisors is built from the ground up for financial planners, life insurance agents, and accountants who want to get more information on the legal side of the estate planning equation, as well as information on asset protection techniques and tax planning.

This will be our seventh installment of the Boot Camp for Advisors, and it’s packed with information perfect for assisting your large Baby Boomer client base, all while contributing to your continuing education requirements for the year.

Here’s a quick list of what you’ll learn:

• Income tax strategies
• Asset protection techniques for the wealthy and middle class
• Estate planning for same-sex and unmarried couples
• Leverage for maximizing gift opportunities
• Special needs planning
• Elder law and Medicaid planning
• And more!

The dates for Madison, MS are November 15-16 or December 6-7. For Hattiesburg, MS, you can make it for October 17 or November 14.

If you’re interested in learning more about the legal side of estate planning, sign up here or call us at 601-925-9797!

I encourage you to sign up now, as seating is limited and these classes always fill up quickly. Pick the location and date that’s most convenient for you.

We look forward to seeing you there!

~ Ronald Morton