Trusted Advisor Continuing Education

The Center for Education and Advance Care Planning was formed to ensure that our community, particularly those facing end-of-life or planning for end-of-life, is well-served by trusted advisors who understand how to facilitate these important conversations and to serve their clients’ estate planning needs well. We offer a spectrum of educational resources to support this, ranging from workshops and seminars to continuing education credits courses.

We collaborate with a number of partners locally and throughout the country to provide the most up-to-date information, research and resources for trusted advisors.