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Fall CE Seminar – Williamsburg

September 14, 2017 @ 8:30 am - 12:00 pm



presents its

Annual Continuing Education Workshop for the professional advising community.  It will be approved for 3 hours of CE credit (Pending for CFP, Insurance, Enrolled Agents, and CPAs).

Our firm’s Fall CE Workshop will offer 3 hours of CE credit covering important topics, so you can be the advisor who sees the issues and understands the solution!

Business Trusts: If you have clients with multiple rental properties, you need to learn about Business Trusts. You will learn how a single Business Trust can replace multiple LLCs, relieving your clients of significant administrative burdens and costs, while providing asset protection for their peace of mind.

Be the Hero! Help Clients Spot the Most Common and Costly Estate Planning Issues: What to do with spendthrift or special needs beneficiaries; protecting family wealth from failed marriages and spousal claims; planning for family vacation homes or cabins; the planning perils of blended families; stretching and protecting inherited IRAs; incapacity solutions based on experience; how to evaluate issues of incapacity; proper trust funding.

Presented by Richard L. Ferris, Trey T. Parker, and Michael G. Montgomery. 

Breakfast will be provided.  

Breakfast and Registration 8:30 a.m.
Program 9:00 a.m.-
12:00 p.m. 

Fort Magruder Hotel & Conference Center
6945 Pocahontas Trail
Williamsburg, VA 23185



Download .pdf for mail-in registration,


September 14, 2017
8:30 am - 12:00 pm
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