Educational Workshops

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.  The seminars cover topics including:

  • 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.

 

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

Disclaimer: This information is intended for the sole use by individuals who are U.S. residents