Educating professionals as well as the general public has always been at the heart of our work. We are thrilled to announce the latest enhancement to our Legacy Planning: Advisor Edition program.
Beginning in 2022, advisors participating in our program will have the opportunity to share their commitment to continuing
education in Estate and Long-Term Care Planning in a whole new way. Benefits to you participating include:
- Increasing your credibility with prospective clients by displaying our complimentary Legacy Training Program Participant medallion on your website. Medallions highlight your continued education through our program.
- Enhancing your reach through a listing in our new Advisor Directory. The listing will include your name, contact information, bio, medallion(s) earned, and a link to your website to assist in driving traffic.
- Completing your CE credit requirements through fun and engaging classes.
See below for a list of upcoming classes. Register and start earning your medallions.
Register for Classes