Estate Planning for Advisors: From Basics… to Brain Surgery
Guest Expert: Jeremy D. Curtis, JD, MS, CFP®, The Curtis Law Firm, PLLC
This webinar featured attorney Jeremy Curtis, JD, MS, CFP® of The Curtis Law Firm, PLLC (Houston, Texas), through a dynamic and visually engaging presentation covering essential estate planning topics: Estate Planning 101, Expanding Your Practice with Estate Planning, and Advanced Estate Planning Essentials.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
Estate Planning for Advisors: From Basics… to Brain Surgery 12-12-2024