The Estate Planning Center, LLC

Joseph D. Welch, Attorney at Law

Cary, Welch & Hickman, LLP

Creating Estate Plans of Enduring Value™

Joseph D. Welch, Attorney at Law

 

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›› Estate Planning Seminars

›› CPA CE Courses

 


Estate Planning Seminars

     Joseph regularly presents seminars to financial professionals and prospective clients at which he teaches modern estate planning techniques. There is no charge for the seminar. It is highly recommended that spouses attend together. Reservations are required - please call the office for reservations and directions: (573) 221-0080; or, if you are outside of Hannibal, call toll-free (866) 566-0088.

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Certified Professional Accountant CE Courses

     This 12 hour course on the nuts and bolts of modern estate planning has been designed for the CPA. During this series, you will learn savvy, tested strategies that will help you to intelligently analyze and discuss your estate planning clients’ needs, from the smaller estates to mid-tier and large estates. You will get a clear understanding of which techniques to use and which to avoid, and explore how new techniques can protect your clients’ assets from the wealth redistribution attempts of predators, including the IRS, while maintaining client management control.
     FREE CE Credit for Missouri and Illinois CPAs - 12 hours continuing education credit. Reservations are required -  for full details and registration information. $40.00 Material Fee Required.

O'Fallon, Missouri FREE CPA CE Course
Sponsored by: F & M Bank and Trust Company
Location: Residence Inn By Marriott, 101 Progress Point Ct., O'Fallon, Missouri 63348

Class I: Estate Planning in 2010 and Beyond

Monday, June 7, 2010

9:00am - 12 noon

Class II: The Credit Shelter Trust

Monday, July 5, 2010

9:00am - 10:15am

Class III: The Sexy S.N.R.T.

Monday, August 2, 2010

9:00am - 10:15am

Class IV: The ILIT

Monday, September 13, 2010

9:00am - 10:15am

Class V: The TCLAT

Monday, October 4, 2010

9:00am - 10:15am

Class VI: The IRA Inheritance Trust

Monday, November 1, 2010

9:00am - 11:00AM

     
     

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About Us

Firm History

New Clients

Professional Advisors

Workshop Schedules

Living Trust Information

Estate Planning Articles

Office Locations

Estate Planning Times

Newsletter Subscription

Contact Us

Home

1000 Center Street • P.O. Box 710 • Hannibal, Missouri 63401-0710
Tel: (573) 221-0080 • Fax: (573) 221-3856 • Email: jwelch@carywelchhickman.com • Website: www.josephdwelch.com

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Copyright © 2010 Joseph D. Welch, some artwork provided under license agreement

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