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ESTATE TRAINING

Sign up for one of our packages

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SETTLOR
TRAINING COURSE

Put your family in the right position by planning for its future.  Call us today.

$500

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Business Meeting

COMPLIANCE OFFICER 
TRAINING COURSE

TAs the Compliance Officer, your responsibility is to protect the Trust at all times.  Call today.

$500

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TRUSTEE
TRAINING COURSE

In order to grow your generational wealth, you must invest the right way.  Plan today. 

$500

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BOARD MEMBER 
TRAINING COURSE

We get better results when we plan on how we give and to what cause we are giving to.  Plan today.

$500

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Business Meeting

SUCCESSOR 
TRAINING COURSE

Tax planning is very important when building generational wealth.  Get your tax plan today. 

$500

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BENEFICIARY
TRAINING COURSE

Your Estate plan is the last and final plan for your life that includes distributing your assets.  

$500

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Business Conference
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