Legacy Training: Advisor Edition

Continuing Education for Financial Advisors

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


Register for Classes