Glean from our vast knowledge.

Educational Workshops

Learn from the best

Let us show
you how

Estate Management Counselors, LLC Estate Management Counselors, LLC provide educational workshops to groups of individuals and for the benefit of employers for their employees.  The workshops address current financial and estate planning topics which have a direct impact on all individuals. 

helping educate

targeted educational workshops

Audience of educational forum

Retirement Planning Strategies

General Investment Education

Lump Sum Distribution Strategies

Income Tax Reduction Strategies

Other workshops are available upon request.  Educational workshops allow individuals to obtain current information which can then be implemented into their current plan.

“Liberty is the right to do what the law permits.”

Montesquieu

plan of action

know your rights

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01

One step ahead

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02

building your case

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03

achieving your goals

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we are part of the family. all the way through.

We offer our clients professional and courteous service with the highest level of integrity.

we're in this together

other professional services Include:

Clients of EMC are provided with objective financial recommendations and counseling to assist them in reaching their business planning and personal objectives. 

Issues that may arise with business planning: