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Jan Copley
Certified Practice Advisor
Atticus, Inc.

530 South Lake Avenue, Suite 250
Pasadena, CA 91101
(626) 696-3145
(626) 421-6747 (fax)

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A Little Self-Promotion

May 9, 2012

Filed under: Speaking Engagements — @ 6:09 pm

I have some speaking engagements coming up — both webinars and an in-person appearances. Here’s the information:

On June 7, I will be giving a live presentation called ”How to Attract and Retain More High Net Worth Clients in a Down Economy” at the 2012 Trusts and Estates Symposium in Carlsbad, California. Two other speakers — Tim Voorhees and Richard Muscio — will be speaking about tax and business succession planning. You can register for the program by clicking here.

On July 12, I’ll be giving my webinar about “How I Built a Successful Estate Planning Practice and Sold it for a Tidy Sum” for the Ultimate Estate Planner.

On August 8, I will be giving another webinar for the Ultimate Estate Planner, this one titled, “The People in Your Office: How to Find, Hire and Train Great Employees.”

I hope you can attend one or all of my presentations!

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