Advisor Testimonials

Great class, enjoyed speakers and material. Appreciated case stories. Very informative with good discussions. Interesting stories, a great way to learn and remember. Thank you for putting this class on.
– L.W., CPA

Outstanding instruction on professional issues. Good anecdotes for understanding concepts.
– S.M., CPA, CFP

This course is an excellent investment of time for financial planners, CPAs, investment advisors, insurance agents, attorneys, and other professionals who advise their clients on estate planning, financial planning, and risk management.
– K.K., Financial Advisor

These classes are an excellent opportunity to obtain an updated and/or expanded knowledge of estate planning. The presentation is understandable and their willingness to answer client-specific questions makes the program especially helpful.
– G.H., CPA

A great course in content and presentation. One of the most useful courses I’ve taken.
– M.P., CPA

This course was a very meaningful educational opportunity. The instructors used outlines that were easy to follow and presented the information in an easy to understand language. Good planning techniques were presented by a knowledgeable team. All presenters worked well together and you could tell respected each other and the knowledge they each have. The two days were time very well spent.
– C.B.

An excellent team of attorneys and support staff at affordable fees making complex issues understandable.
– G.L., Financial Advisor

The most complete estate planning seminar I have been to in my 44 years in the life insurance business.
– D.L.J., Insurance

Keith is the most knowledgeable estate planning attorney with whom I have worked with over my 23 year career. His educational workshops are the best I have attended.
– R.W., CFP

Best presentation by an attorney I’ve ever experienced. Vast knowledge of the subject of estate planning presented in a clear, understandable fashion that kept my interest throughout the two day seminar.
– J.W., CFP

The Davis Schilken course was presented very efficiently and was entertaining. I feel the information provided will help me with my practice.
– S.B., CFP

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We were very pleased with the level of expertise available at Davis Schilken. It enabled us to feel confident that we were presented all options. The process was efficient and allowed us to complete our estate planning effectively and efficiently. - W&L R.
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