This course is an excellent investment of time for financial planners, CPAs, investment advisors, insurance agents, attorneys, and other professionals who advise their clients on estate planning, financial planning, and risk management.
–Keith Kessel, Financial Advisor
 

These classes are an excellent opportunity to obtain an updated and/or expanded knowledge of estate planning.  The presentation is understandable and their willingness to answer client-specific questions makes the program especially helpful.
–Gail Heinman, CPA
 

A great course in content and presentation.  One of the most useful courses I’ve taken
– Michael Pietrafeso, CPA
 

This course was a very meaningful educational opportunity.  The instructors used outlines that were easy to follow and presented the information in an easy to understand language.  Good planning techniques were presented by a knowledgeable team.  All presenters worked well together and you could tell respected each other and the knowledge they each have.  The two days were time very well spent.
–Cindy Burton

An excellent team of attorneys and support staff at affordable fees making complex issues understandable.
–Gerald Lukton, Financial Advisor
 

The most complete estate planning seminar I have been to in my 44 years in the life insurance business.
–D Lee Johnston, Insurance
 

Keith is the most knowledgeable estate planning attorney with whom I have worked with over my 23 year career.  His educational workshops are the best I have attended.
–Ronald White, CFP
 

Best presentation by an attorney I’ve ever experienced.  Vast knowledge of the subject of estate planning presented in a clear, understandable fashion that kept my interest throughout the two day seminar.
 –Jim Worden CFP
 

The Davis Schilken course was presented very efficiently and was entertaining.  I feel the information provided will help me with my practice.
–Stephanie Bruno, CFP 

Professional Education Seminars