Advisor Portal
Welcome to the Advisor Portal. You now have access to our ongoing monthly newsletters listed below.
Healthcare Professionals:
- Continuing Education for Healthcare Professionals
- Newsletters for Healthcare Professionals
- Other information for Healthcare Professionals
Financial Professionals:
- Continuing Education for Financial Professionals
- Newsletters for Financial Professionals
- Other information for Financial Professionals
For Healthcare Professionals
Continuing Education for Healthcare Professionals
Fourth Annual Inland Empire Caregivers Symposium
Friday, March 27, 2009 at Victoria County Club, Riverside, California
Seven hours of continued education credit for RNs, LCSWs, MFTs, Nursing Home Administrators and RCFE Administrators
Click here to register
Newsletters for Healthcare Professionals
- January2008 (PDF, 152KB)
- February 2008 (PDF, 112KB)
- March 2008 (PDF, 116KB)
- April 2008 (PDF, 92KB)
- July 2008 (PDF, 96KB)
For Financial Professionals
CE Lunch & Learn Seminars for Financial Professionals
Lunch and Learn Continuing Education Seminars for CPAs, CFPs and Life Insurance Agents.
Free to Financial Professionals. Brown bag lunch included One hour of CE credit
Understanding Aid and Attendance Benefits for Veterans
September 19, 2008
Click here to register
Life Care Planning: What is It and Why You Need to Know About It
October 24, 2008
Click here to register
Conservatorships: What Financial Professionals Need to Know
November 14, 2008 Pokies
Click here to register
Protecting and Preserving Wealth for Beneficiaries Using the Access Trust and Sentry Trust
December 12, 2008
Click here to register
Retirement Estate Planning: A Magical Mystery Tour of the Rules Dealing With Retirement Assets
January 16, 2009
Click here to register
What You Don’t Know (and Should Know) About Life Insurance Trusts
February 20, 2009
Click here to register
Planning for Special Needs Persons: The Basics
March 15, 2009
Click here to register
An Introduction
to Charitable Estate Planning Strategies
April 17, 2009
Click here to register
Advanced Estate Planning: Squeezing Techniques
May 15, 2009
Click here to register
Advanced Estate Planning: Freezing Techniques
June 19, 2009
Click here to register
Domestic Asset Protection Trusts: All Hype or Veritable?
July 17, 2009
Click here to register
Business Succession Planning
September 18, 2009
Click here to register
Asset Protection Planning for Doctors and Dentists
October 16, 2009
Click here to register
What Financial Professionals Need to Know About the IRS (and FTB) Audit and Appeal Process
November 13, 2009
Click here to register
Newsletters for Financial Professionals
- January 2008 (PDF, 52KB)
- February 2008 (PDF, 220KB)
- April 2008 (PDF, 148KB)
- July 2008 (PDF, 108KB)
