Continuing Education for the Professionals Who Build Legacies.
Three workshops designed for CFPs, CFREs, CPAs, and estate attorneys — earn CE credit while sharpening the insurance-funded strategies that make executive benefits, charitable giving, and estate plans actually deliver. Dates and registration details drop soon.
Your Clients Have Estate Plans. They Don’t Have Funded Ones.
“The difference between a plan that looks good and a plan that actually delivers is usually one thing: funding. These workshops give you the tax-efficient insurance strategies that turn your clients’ documents into outcomes.”
One Framework. Three Workshops.
Built for the Professionals Who Guide Donors and Families.
Each workshop stands alone — or stack all three for the full integrated picture. Dates, CE-hour details, and registration links are being finalized now. Reserve your spot on the notify list and we’ll send the announcement the moment registration opens.
Executive Benefits for Nonprofit Leaders
Split-dollar, 457(f), and deferred compensation strategies that let nonprofits attract and retain senior leaders — without straining the operating budget or blowing up at succession.
Registration opens soon. Get on the list to hear first.
Notify MeCharitable Giving Strategies That Actually Get Funded
CRTs, CGAs, donor-advised funds, and the insurance-based wealth replacement strategies that let donors give more while keeping their retirement income and their heirs’ inheritance intact.
Registration opens soon. Get on the list to hear first.
Notify MeEstate Plans That Actually Deliver
ILITs, wealth replacement, estate equalization, and the beneficiary-designation audits that keep a family’s plan from falling apart the moment it matters most. The funding side of estate planning, end to end.
Registration opens soon. Get on the list to hear first.
Notify MeNot a Theory Session.
A Playbook You Can Use Monday Morning.
Every workshop is designed to give you something you can take into your next client conversation — not just CE hours on paper.
CE Credit
Accredited hours for CFP, CFRE, and CPA (pending final approval — details confirmed at registration).
Client-Ready Scripts
How to open the insurance-funded strategy conversation without sounding like you’re selling a policy.
Case-Study Modeling
Real hypothetical scenarios walked through side-by-side: with the strategy, without it, and the dollar-level impact.
Specialist Referral Partner
A clear handoff process for the funding side — so your clients get the strategy without you needing to become an insurance expert yourself.
Built for Advisors, Attorneys, and Fundraisers
Who Work With Generous People.
If your clients have charitable intent, business interests, or an estate worth protecting — you’ll use this material.
CFP® Financial Planners
Your clients trust you with their financial future. These workshops give you the insurance-funded playbook that closes the gap between the plan you design and the outcome it actually produces.
CFRE Fundraising Professionals
You cultivate donor relationships. We show you how the insurance-based wealth replacement and CRT strategies turn intent into funded gifts — without eating into your donor’s retirement income.
Estate Planning Attorneys
You draft beautiful trusts. We show the funding architecture that turns those trusts from legal instruments into executable outcomes — ILITs, wealth replacement, liquidity planning.
CPAs & Tax Advisors
You see the tax exposure. These workshops give you the offset strategies — insurance-inside ILITs, Roth conversions paired with policies, beneficiary-designation audits — to bring back to your clients.
The Questions We Hear Most.
When Will Registration Open?
We’re finalizing dates, CE approvals, and platform details now. If you join the notify list, you’ll be the first to get the announcement — ahead of public registration.
How Many CE Hours Will These Count For?
CE-hour allocations are being confirmed with each accrediting body (CFP Board, CFRE, state CPA boards). Final hours and credit categories will be published with registration.
Is This a Sales Pitch for Insurance?
No. These are educational workshops designed around strategy and integration with your existing practice. You will learn what’s possible with insurance-funded planning — and if a client needs that piece, you’ll know exactly how to bring in a specialist.
Can I Attend Just One, or Do I Need All Three?
Each workshop stands alone. They’re also designed as a sequence — executive benefits, charitable giving, and estate planning share the same funding mechanisms, and the full picture clicks into place when you see all three.
What Does It Cost?
Pricing is being finalized alongside registration. If you’re on the notify list, you’ll get early-bird access when it opens.
Get on the Notify List.
Be First When Registration Opens.
Drop us a note and we’ll send you the dates, CE-hour details, and registration link the moment the workshops go live — before they’re opened to the public.