EARN 3 CE CREDITS BY ATTENDING THE Next HighPoint Institute:
Attract More High Net Worth Clients, Build Stronger Relationships With your business clients
Thursday, September 15th at HighPoint Law Offices
Contact
Shonna Fusario Kydd, Marketing CoordinatorHighPoint Law Offices, PC
215-997-9773
shonna@highpointlawoffices.com
Join us as we welcome special guest speakers, David Warren, President and CEO of Bridgeford Trust Company, and Rick Millham, President of Millham Insurance to our new HighPoint Law Classroom.
Presentations will include:
“What Your Clients May Be Losing By Having Their Trusts in Pennsylvania"
Presented by David Warren JD, President and CEO of Bridgeford Trust Company
Discover the importance of leveraging the “home” for your clients’ trusts. Your awareness of the tax and asset protection advantages of modern trust laws will set you apart from other advisors and enable you to deliver more value to the families you work with. Join us to learn how smart trust decisions will help deliver more control to creators of trusts and their beneficiaries than ever before, without having to give up your role as accountant or financial advisor.
“Important Trends in Business Insurance, and Best Insurance Practices with your Business Clients”
Presented by Rick Millham, Jr. CIC, President of Millham Insurance
Hear an overview of the business insurance marketplace, terms and trends of workers compensation, including benefits, loss costs, and experience modifications. Attendees will also gain an understanding of the pros and cons of specialty programs and affiliation programs, and the best practices for customers to manage their insurance programs. Be sure to attend this program so you can help your clients make the best insurance decisions.
Exciting Changes to HighPoint Institute starting in September 2016!
New Location! We are happy to announce that our brand new HighPoint Classroom will now be the location for HighPoint Institute: 200 HighPoint Dr., Suite 211, Chalfont, PA 18914.
Additional CE! In addition to CFP, CPA, and Life Insurance, we are pleased to now offer 8 additional PACE CE Credits under The American College of Financial Services: CLU®, RICP®, ChFC®, CLF®, CASL®, ChSNC™, CAP®, FSCP.
The Highpoint Institute offers educational CE-granting seminars for Financial Professionals looking to enrich the client experience with the latest on estate planning and long term care. We have an "abundance" mindset here at HighPoint Law Offices, meaning simply that there's enough work out there for all of us, and that our thoughtful collaboration can benefit the greater good!
Beginning in September 2016, HighPoint Institute seminars will be held in our new classroom located at 200 HighPoint Drive, Suite 211, Chalfont PA 18914. Seminars include continental breakfast and the opportunity to network with other financial professionals, while earning 3 CE credits. Nominal $25 processing fee applies
Seating is limited, so register by clicking the link above, online at www.highpointlawoffices.com/workshops for professional advisors, or call 215-997-9773.
Doors will open at 8:30am, and the program will run promptly from 9:00am until noon.
Know a licensed professional looking to enhance their client experience while earning additional CE credits? We are always looking to meet new advisors so bring them to any of our 2016 HighPoint Institute Workshops and receive a free STARBUCKS gift card--on the spot! This can be someone from your office, or another professional you know, but they must be licensed and must be registered in advance. Visit our website for more details!
*Limited to one gift card per person. Guest must be a licensed professional and provide their Professional Identification Number(s). Must register guest in advance to receive gift card (no walk-ins).