The course was well done. Reference materials are great tools. I would highly recommend this course to other CPA’s. – Marsha Biddle, CPA

A very practical estate planning course. Thanks for your expertise. – Rita Felde, CPA

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

Excellent overview of estate planning issues. Complete with numerous real life examples – this guy knows his stuff! – Robert Kiech, CPA

Keith Davis is extremely knowledgeable in all of the estate and trust planning areas and is a very talented presenter.  I have such confidence in his abilities that I have already referred some of my clients to him. – Charlotte Payne, CPA

This course has been one of the most informative courses I have attended, covering a lot of different subjects. Very good class….thanks. – Roger Schulz, CPA

Condensed and on target. – Ronald Colson, CFP®

Great ideas and very motivating. – Susan Geraghty, CFP®

The best estate planning course I have attended! A good mix of theory and detail, presented in an entertaining manner. – Dave Heinz, CFP®

The time was well spent. I’d highly recommend this course. – Todd Kirsch, CFP®

The breadth and depth of the information and planning process far exceeded the value of the time spent. – Charles Maher, Jr. CFP®

The course had meaningful material relevant to CFP’s, presented in a humorous manner yet serious topics for clients. – Mary Beth Mitchelmore, CFP®

Great topic, great presentation, great practical application. – Karl Saboe, CFP®

Entertaining, enlightening, both an excellent review and new information. Top grade ideas for use in my practice for better service to my clients. – Roy Straub, CFP®

This course offered the best combination of estate planning and practical application of estate planning that I have ever had in my 20+ years as a financial consultant. – Marilyn Weaver, Ph.D, CFP®

This course content is extremely comprehensive and valuable to anyone working in the senior marketplace. – Robert West, CFP®

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

Most estate planning lawyers have a difficult time explaining this complex segment of the law and taxation. Keith made it seem easy. – Tony Barnard, CFP®

Keith combines an incredible knowledge of estate planning and tax law with the ability to teach practical solutions. – Daniel Cook, CFP®

Great information source for planners needing updates, refreshers, and accurate strategies for working with planning clients. Offers networking opportunities with professionals and with other planner professionals. Educational and entertaining. Good use of my time. – Eleanor Fadling, CFP®

One of the best seminars I’ve ever attended! – Sandi Johnson, CFP®

Great content, information and educational. Even funny – you should charge for it! – Jake Koebrich, CFP®

An extremely helpful and even paced course. The humor helps break up bland subject matter. A high recommendation for a break from the office. – Michael Kwak

Every financial planning professional should attend this course! – Bob McAdams - Insurance

The estate planning was the most professional, comprehensive and engaging presentation that I have ever experienced. – Rick Parsons, CFP®

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

I received an invitation to attend the Davis & Assoc. Estate Planning Seminar. I need continuing education and was dreading an overview of insurance for 2 days. This seminar appeared to be more value added to my customers and a lot more interesting so I attended. The course was everything I was looking for and I received continuing education at the same time! Thanks. – Trent Schoenberger - Insurance

This is without a doubt the best 2-day class on estate planning and business issues that I have attended in recent years. The updates relating to current laws regarding estate planning issues was very valuable. – Casey Eichenauer - Insurance

I have been a banker, CFP, Reg. Rep., former President of National Capital Chapter of the FPA in Washington, D.C. and instructor on Estate Planning over the past 40 years. I am greatly impressed with your scope of capability. – Ainsworth Greene - Insurance

Mr. Davis and Mr. Brown are very good speakers and instructors. Go to these courses. You will learn! – Virgil Hansen - Insurance

Just one concept from this course may save a client $700,000 in estate taxes!!! Thanks for “time well spent”. – R. Jamison - Insurance

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

Has really helped me to better inform my present and future clients. Everything has been just great! – Donald VanArsdale - Financial Advisor

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

A comprehensive overview and application intensive seminar of planning topics relevant to individuals of all income backgrounds, and specifically higher income. Highly recommended for insurance and financial professionals. – Bob LaSala - Insurance

I feel that you have a very good program and I learned a lot. – Ronald Kunau - Insurance

I have completely enjoyed the class and the environment and the personal touch. – Michael Harbert, Sr. - Insurance

Finally, a CE course with some meat on the bones. Thanks – Victor Guettlein, CFP®

This is the most informative class I have ever attended for Ins. CE. The teamwork of the presenters was awesome. – Jerry Black - Insurance

Great course. Very substantive and practical. Will be contacting clients with new ideas right away. – Grady Boles, CFP®

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

The program will help one’s understanding of all the different options that need attention in Estate Planning. As an additional benefit, one will walk away with ideas that will enhance their business opportunities and a referral network to help provide value added services with current and future clients. – Cory Davern - Insurance

Outstanding presentations. – Richard Hoffman, CFP®

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

So much information on estate planning and business exit planning that my head is overflowing with client opportunities. Thank you. – Elizabeth Kelly - Financial Advisor

I learned an enormous amount of highly usable information. I am excited to share this with my clients and to help my agency grow. I would recommend this course to anyone looking to grow their business, plan for their families and make smart financial choices. – Michelle Macdonell - Insurance

Excellent information and presentation. Highly recommended. – Robert Spath II - Insurance