Enjoy a networking and CE Event with Speakers Alan Moore, MS, CFP and David Meredith, JD, Board Certified in Estate Planning and Probate, Texas Board of Legal Specializations Learn more about Alan Moore at http://alanmoorefinancial.com/

As direct feedback from our recent Symposium, this month we’ll discuss the Probate process. Why we need Probate; who is required to do probate; and, the steps from beginning to end. We’ll also discuss the many types of Probate and the best course of action for different situations.

Join us to better understand what your clients experience during the legal process after the death of a loved one.

The SECURE Act, known as the Setting Every Community Up for Retirement Enhancement Act was signed into law on December 23, 2019.  This law was designed to help more people save for retirement and in so doing it changed a number of the rules we have grown accustom to related to retirement accounts.  As you […]

The SECURE Act, known as the Setting Every Community Up for Retirement Enhancement Act was signed into law on December 23, 2019.  This law was designed to help more people save for retirement and in so doing it changed a number of the rules we have grown accustom to related to retirement accounts.  As you […]

You have probably heard the saying "The only constant is life is change" and that could not be more accurate as we consider the past few weeks.  We have seen the price of oil drop, sporting events get cancelled or postponed, the stock market go up and down, and have all been impacted by the […]

1 hour free CFP CE Credit In this new year we find ourselves dealing with some of the same questions and issues that we dealt with in 2020 (i.e. COVID) but we also are faced with some new challenges.  We will have a new President and we now know the full makeup of Congress, so […]