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Offices in: Clearwater • Tampa • Sarasota • Naples • Ft. Myers
Toll-Free: (800) 660-7564
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For Professional Financial Advisors HOME Professional Continuing Education The
Estate & Business The
LifeStyle Personal |
Covert Study Group Welcome to the Covert Study Group! We think you will enjoy this experience of collaborating with other like-minded professionals. We believe the "team approach" to estate planning -- bringing the most-qualified experts to each aspect of the Life & Estate Planning process, which we call LifeStyle Personal Planning™ -- best serves the clients. Toward that end, we seek to work with many highly-qualified professionals in the fields of insurance, financial investment and wealth management, and accounting. As part of our contribution to this "team," we offer a series of regular workshops and study groups on a comprehensive range of estate planning topics. Network with your colleagues. Each study group meets on the FIRST TUESDAY morning of the month at 7:15 a.m. in our office at 311 Park Place Boulevard, Suite 360 in Clearwater, FL 33759. Coffee and donuts are provided. The meeting will last about an hour, including a presentation on the indicated topic and time to answer questions and review cases. Please bring your "hard case" questions! Each session qualifies for one hour of continuing education credit for Life & Health Insurance professionals and one CPE unit for accounting professionals. To Reserve Your Space The COVERT STUDY GROUP series is free and open to any practicing professional in the Tampa Bay-metro area. However, space is limited so we do ask for reservations. Fill out the form below to reserve your space for any upcoming COVERT STUDY GROUP workshop. Or call our office at (800) 660-7564 to reserve by phone. Can't Make the Meeting? Fill out the form below and check the box titled "Can't Make the Meeting?" to receive educational materials by email. A Special Note to Managers & District Agents If you would like to bring this program to your office, or enroll your agents, please call our office to discuss. We are happy to work with you to accommodate these requests. About Our Firm We are committed to providing the highest quality estate planning legal services for individuals, families and businesses. |
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