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Professional Education Seminars |
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Davis Schilken, PC offers frequent Professional Education Seminars for professionals. Our seminars provide comprehensive reviews of planning techniques and strategies.
We focus on specific areas of interest including estate planning, asset protection, planning for women, planning with IRAs and Qualified Retirement Plans, and business exit and estate planning. Our goal is to help financial advisors grow their businesses through learning.
Call our office today to arrange a time for one of our lawyers to present on any of these topics to your group of professionals in your office or ours.
See What Our Advisors Say About Our Courses.
Schedule of Courses
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FULL TWO-DAY COURSE |
Cost |
CE Credit Hours |
Date to be Held |
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Estate Planning Overview for 2013 & Beyond |
FREE |
16 |
October 25 & 26, 2012 |
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Estate Planning Overview for 2013 & Beyond |
FREE |
16 |
September 13 & 14, 2012 |
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Estate Planning Overview for 2013 and Beyond |
FREE |
16 |
July 26 & 27, 2012 |
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WINE & CHEESE SERIES
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Cost |
CE Credit Hours |
Date to be Held |
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Estate Planning for Disability |
FREE |
1 |
July 11, 2012 |
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Paying for College |
FREE
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1 |
August 1, 2012 |
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Trusts & Estates & the 3.8% Medicare Surtax |
FREE |
1 |
August 29, 2012 |
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Do You Have Clients That Own Firearms?
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FREE |
1 |
October 3, 2012 |
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Medical Advocacy |
FREE |
1* |
October 17, 2012 |
Insurance and CPAs only |
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What to Do When Someone Dies
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FREE |
1 |
October 24, 2012 |
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Using Advanced Irrevocable Trusts |
FREE |
1 |
November 28, 2012 |
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LUNCH & LEARN SERIES |
Cost |
CE Credit Hours |
Call us |
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How to Review Your Client's Estate Plan |
FREE |
1
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Wealth & Risk Management for Doctors & Dentists |
FREE |
1 |
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Elder Law & Our Aging Population |
FREE |
1 |
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Probate in Colorado |
FREE |
1 |
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Basic Estate Planning |
FREE |
1 |
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Proper Titling of Assets |
FREE |
1 |
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Planning for IRAs & Qualified Plans |
FREE |
1 |
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Planning for Special Needs Beneficiaries |
FREE |
1 |
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What You Need to Know About Charitable Remainder Trusts |
FREE |
1 |
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Grantor Retained Annuity Trusts |
FREE |
1 |
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The Intentionally Defective Irrevocable Trust |
FREE |
1 |
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FULL COURSE OFFERINGS |
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Course Number
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Course Name |
Cost |
CE Credit Hours
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| CE101 |
Essential Estate Planning Concepts |
$79.00 |
8 |
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| CE102 |
Estate Planning for Successful Women |
$79.00 |
0 |
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| CE201 |
Elder Law & Our Aging Population |
$59.00 |
0 |
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| CE202 |
Planning With IRAs & Qualified Retirement Plans |
$59.00 |
0 |
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| CE203 |
Advanced Estate Planning Techniques |
$59.00 |
0 |
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| CE205 |
Planning for Business Owners - Exit & Estate Planning |
$59.00 |
0 |
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Courses that reflect actual CE credit hours have been approved for Insurance and CFP continuing education credit. All courses qualify for CPA continuing education credit.
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