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Advisor-only Seminars


Horizons Foundation is pleased to announce the new Professional Advisors Circle (PAC). The series of learning sessions for advisors will now fall under this new subscription-based opportunity.

 

PAC Sessions

January 23rd, 2014
Talking to Clients About Charitable Giving

February
Case Studies in Income Tax

March
What it Means to be Married

May
Real Estate: Titling, Taxes and Financing

July
Retirement: Keeping the Golden Years Golden

September 25, 2014
Estate Planning: Wealth Transfer and Legacy Planning

November 6, 2014
Practice Management

December 4, 2014
Holiday Mixer

 

For more information on the Professional Advisors Circle, please click here .