Products
-
Navigating Turbulent Waters: Best Fiduciary Practices for Investing During Challenging Times
Course5.0 average rating (1 review)Trustees will acquire a deep understanding of fiduciary investing, focusing on key principles such as risk management, asset allocation, portfolio diversification, and compliance with the Uniform Prudent Investor Act.
$119
-
Specialized Estate Planning for Persons with Disabilities: Protecting Their Legacy, Ensuring Their Care
CourseAs an estate planning attorney, it is crucial to understand the specific considerations and challenges faced by families with a special needs loved one. Join us for an in-depth course where we will explore the intricacies of special needs planning.
$119
-
Balancing Growth & Success: Strategizing Your Great Practice and Great Life
Course5.0 average rating (1 review)As a professional, you possess excellent skills, but to foster continuous growth and success, you need to master business skills that drive your business forward. This workshop will empower you to plan and strategize your great life and practice.
$159
-
.png)
Unique Ethical Issues that Arise Between Attorney and Trustee
Course4.8 average rating (13 reviews)During this session, we will explore the nuances and intricacies of the attorney-trustee relationship, addressing specific ethical dilemmas that can arise.
$85
-
Counseling Clients with Mental Illness - Duties, Pitfalls, and Ethics
Course4.9 average rating (9 reviews)As professionals serve as advisors, advocates, negotiators, and evaluators, this session will delve into the nuanced ethical responsibilities of counseling clients with mental health issues.
$85
-
Identifying Tax Benefits for Persons with Special Needs
CourseAs the number of children diagnosed with autism, Asperger's syndrome, and other neurological disorders continues to skyrocket, professionals need to understand the deductions and credits available in assisting families.
$99