We’re Back!
With the Best In Continuing Education for Estate Planning Advisors |
THE LAW OFFICES OF TIM J. LARSON, JD, PA
Estate Planning and Trust Administration Attorneys
Tim J. Larson and Logan M. Brown
7570 W. 21ST Street, Bldg. 1026, Ste. C, Wichita, KS 67205 Ph. 729-0100
|
Registration Form |
SCHEDULE
8:00 – 8:30 A.M.
Registration
8:30 – 9:20 A.M.
Ethics – The Consumer Complaint Process
9:30 – 10:45 A.M.
Medicaid Eligibility; Life Insurance/Long Term Care Insurance
11:00 – 11:50 A.M.
Part I – Understanding IRA’s: Beneficiary Designations, Inherited IRA’s, 2009 Rules
11:50 – 1:00 P.M.
Lunch – On Your Own
1:00 – 2:15 P.M.
Part II – Understanding IRA’s: Using Trusts as Beneficiaries
2:30 – 3:30 P.M.
Special Needs Trusts: What You Need to Know
|
CREATING SOLID CLIENT RELATIONSHIPS:
TECHNIQUES EVERY ADVISOR SHOULD KNOW
MARCH 31, 2009
Please join us March 31, 2009 for
“Creating Solid Client Relationships
-- Techniques Every Advisor Should Know.”
We will cover a variety of
topics, including IRA issues, Special
Needs Trusts, Life Settlements,
Medicaid Eligibility, and Ethics.
You will be able to use the insight
you gain in this seminar to create
solid ongoing client relationships.
Credit for 6 hours of Continuing
Education for Life and Health
License Holders including one hour
of Ethics - approval is pending.
The registration fee for this Seminar
is $119.00. Refreshments will be
served and you will receive a binder
of all course materials. |
|
WHEN:
March 31, 2009
8:30 A.M – 3:30 P.M.
WHERE:
Sedgwick Co. Extension Bldg.
7001 W. 21st Street
Wichita, Kansas 67205
(SE corner at 21st & Ridge)
HOW TO REGISTER:
ONLINE or BY MAIL:
Tim J. Larson, JD, PA
7570 W. 21st, Bldg. 1026C
Wichita, KS 67205
Questions?
Call 316-729-0100 |
|
|
First Name: |
|
|
Billing information is acquired on the next page.
Please register at least 5 days before course to ensure enough materials are prepared. Walk-in registrations will be permitted if space is available. Make checks payable to Tim J. Larson, JD, PA
 |
