Event Detail

Nov14
Finding Wealth in Heirlooms for Financial Plans

Tuesday November 14, 2017
Webinar

Take this continuing education live webinar taught by Ph.D. Antiques Appraiser Dr. Lori. The webinar is comprised of two 2 hour sessions each titled: 

From China Cabinet to Financial and Estate Plans: Finding Wealth in Clients’ Collections

Personal Property Appraisals for Alternative Asset Classes: Finding Cash in Family Heirlooms

This is an excellent opportunity for financial advisors, insurance professionals, attorneys, accountants, and other experts in the financial services field to better understand how to identify valuable antiques for their clients. Earn 4 credit hours of continuing education for Certified Financial Planner, CFP® and others for this webinar. See more about accreditation options and who may be eligible to receive credit. Please verify with provider and your professional association.

Read a detailed course description about session 1.

Read a detailed course description about session 2.

This live webinar is open to anyone of any field or interest level. Register now or call (570) 408-5615.

Show Times: 1 pm et
Event Fee: $50

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3 Tips about Taxes & Antiques

3 Tips about Taxes & Antiques

Having problems selling your antiques and need to increase your bottom line? Would you like the opportunity to keep more of your money come tax time? Dr. Lori outlines some possibilities of how to make money with your antiques by reducing your tax liability. Understand your tax preparation options and your antiques could increase your bottom line.

Read More »