• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Providence Law Group, LLC

Helping Families Protect Their Wealth

ATTEND A FREE Workshop Call Us Today (443) 290 3206
  • Home
  • Our Firm
    • About Our Firm
    • Attorney and Staff Profiles
  • Estate Planning
    • Estate and Gift Tax Figures
    • Estate Planning Services
    • Financial Planning Assistance
    • Incapacity Planning
    • Legacy Planning
    • Pet Planning
    • Special Needs Planning
    • Trust Administration and Probate
  • Workshops
    • In-person Seminars
  • Resources
    • Estate Planning Resources
      • Definitions
      • Estate Planning Checkup
      • Estate Planning Reports
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 9 Estate and Legacy Planning Techniques
    • Frequently Asked Questions
      • Estate Planning FAQs
      • Incapacity Planning FAQs
      • Legacy Wealth Planning FAQ’s
      • LGBTQ Estate Planning FAQs
      • Trust Administration & Probate FAQs
    • Legacy Wealth Planning Consultation Form
    • Special Needs Resources
    • Trust Administration & Probate Resources
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • Loss of a Loved One
      • The Mourner’s Bill of Rights
      • Things You Need To Do When a Loved One Passes Away With a Trust
      • Things You Need To Do When a Loved One Passes Away With a Will
      • Trust Administration & Probate Definitions
    • Newsletters
  • Reviews
    • Review Us
    • Our Reviews
  • Blog
  • Contact Us
  • Show Search
Hide Search

Professional Resources

Today, the demands of running a successful financial services practice have never been greater. New investment vehicles such as IRAs and mutual funds have tax and estate planning implications unheard of a generation ago. Financial professionals must not only serve their existing clients and prospect for new ones, but they must keep up to date on the latest changes in the law affecting tax and estate planning, along with fulfilling state requirements for continuing education and professional ethics.

That’s why our law firm and the American Academy of Estate Planning Attorneys have developed Continuing Education programs designed to increase financial advisors’ knowledge of basic estate planning concepts and advanced planning strategies. Not only will you learn how to use your existing estate planning services more effectively, but you’ll gain Continuing Education credits you need to keep your license current.

Our law office is committed to bringing you quality educational programs that will not only empower you in the advanced strategies of estate planning, but increase your edge in the increasingly competitive financial services arena. Some of the topics we present on include:

Continuing Education Programs for Financial Advisors

  • Basic to Advanced Estate Planning Techniques
  • Planning with IRAs
  • Business Succession Planning
  • Trust Administration (Estate Settlement)
  • Special Needs Trusts
  • 529 Plans
  • Total Return Trusts
  • Tax Reform Act of 2001
  • Drafting and Administering Special Needs Trusts

For more information on our educational programs, check our seminar schedule to see if one is already scheduled or contact us directly. We look forward to meeting you soon.

Primary Sidebar

WHERE WE ARE

Providence Law Group, LLC
6990 Columbia Gateway Dr #240
Columbia, MD 21046
United States (US)
Phone: (443) 290 3206

OPENING HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 3:00 PM

Providence Law Group, LLC

WHERE WE ARE

Providence Law Group, LLC
6990 Columbia Gateway Dr #240
Columbia, MD 21046
United States (US)
Phone: (443) 290 3206

OPENING HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 3:00 PM

MAP

Map

  • Facebook
  • LinkedIn

© 2023 American Academy of Estate Planning Attorneys, Inc. | Disclaimer | Privacy Policy | Sitemap | Contact Us