This is an exciting time to be a legal or financial advisor in Las Vegas. With much of the economic turbulence behind us, Las Vegans look ahead to an exciting future. And with this sunny outlook, our clients have an opportunity to think about their legacies. What is important to them? Still a relatively y.

But you can adjust your sails. As life moves in various directions, people are faced with both exciting and challenging situations. Sometimes by choice occasionally dictated by an event. As these times occur or are contemplated for the future, people face multifaceted issues coupled with emotional stress. Thoughtful consideration and guidance are important to achieve best possible outcomes. Loss of a Loved One.

Hartman Axley Lifetime Service Award. FAQ about the AEP Designation. FAQ about the EPLS Certification. Study Material and Sample Questions. Find an Estate Planning Council. National Estate Planning Awareness Week. Journal of Estate and Tax Planning. NAEPC Newsletter for Council Members.

Are You Banker Ready? August 11, 2015. Mdash; Leave a comment. In the past, before I was enlightened, I had made the mistake of telling clients that they should be bank ready at all times. In fact what I actually meant was that a business, family or an individual would benefit from always being Bank er. Here are 5 facets to being Banker Ready. This means to take an .

What is the Hybrid RIA Model? Trust and Estate Planning. Investment Banking and Capital Markets. Investigate the Hybrid RIA Model. Triad Advisors Celebrates Continued Recognition. In Anticipation of Significant Growth. Thrive With Our Products and Services.