Seminars
Our Thriving in Estate Planning™ seminars are the most progressive CFP/CPE/CLE/CE credit-approved courses available, teaching financial advisors, attorneys and CPAs to build mutually beneficial teams through a proven interdisciplinary practice model.
This fast-paced course also teaches 14 client-centered solutions that the team can recommend and implement immediately. Learn to attract more opportunities and close more business through the processes and solutions we teach in just one day.
Learn more about Thriving seminars on our Events page.
“My attendance at The Advisor Forum’s Thriving course turned out to be a critical milestone in my practice. Joining The Forum allows me to provide a higher level of service to my clients while also providing me with the tools to build better and more productive relationships with other professionals in my community.” Thomas M. Flannagan, Esq.
Alexandrov, Metzger & Flannagan, Worcester, MA