For Professional Advisors

Professional Advisors 

Serving clients in Fredericksburg, Richmond, Virginia Beach, and Williamsburg

Relationships

The attorneys of Carrell Blanton Ferris & Associates, PLC are grateful to our professional advisors–we could not be successful without your support and the referrals that you provide. We strive to work cooperatively with you and your clients to make sure that their financial plans and estate plans work cohesively. We welcome the opportunity for joint meetings. Also, we are always pleased to have coffee or lunch with you to explore new ways we can work together. Contact us to schedule a client consultation or a “meet and greet.”

Continuing Education for Advisors

At Carrell Blanton Ferris & Associates, we are committed to education. As there are changes in the law and new trends, we want our advisors to be on the cutting edge so that you can provide the best information to your clients. We offer courses throughout the year which provide continuing education credits for financial planners, insurance agents, CPAs, and Enrolled Agents. In addition to these workshops, our experienced attorneys are always pleased to present for your private group. If your business would like a presentation on a specific topic, please contact us.

Education for Your Clients

We regularly offer educational seminars to the public on estate planning. If you have a client who is need of estate planning, invite them to attend one of our seminars as an introduction to the topic. You are welcome to attend with them or contact us to schedule a private presentation for your clients. Let us know if you would like to receive a monthly brochure with upcoming public seminar dates and locations.

Newsletters

The WealthCounselor is our monthly e-newsletter on current estate planning topics for financial planners, CPAs, insurance agents, enrolled agents, or other financial professionals. It also includes advance notice of any upcoming continuing education events that we will be hosting.  (currently not publishing this e-newsletter)

The Senex is our bi-weekly e-newsletter for any professional who serves the senior market.

We invite you to subscribe.

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