Struble completes estate planning program

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Alicia Struble, an investment management consultant in the Ellis, Sneed Struble office of Raymond James Associates, 2321 Rudolphtown Road, recently completed the Advanced Estate Planning Institute at the Raymond James Institute of Finance, said Patrick Daxon, vice president of Raymond James’ Wealth Management Solutions.

The Advanced Estate Planning Institute (AEPI) is a three-day program for financial advisors on developing strategies and recognizing opportunities within the estate planning, philanthropy and wealth management process and how to leverage this new knowledge to serve the needs of their clients. Among the topics covered are the changing federal estate tax laws, strategies for high-net-worth families, long-term care alternatives, irrevocable trusts and charitable techniques.

“Through this program, our financial advisors gain a deeper and broader understanding of the estate planning process and strategies to facilitate the passing of wealth while potentially minimizing the impact of taxes for high-net-worth families,” said Daxon in a news release.

The Raymond James Institute of Finance provides ongoing education and professional training for the firm’s more than 6,000 financial advisors and their assistants. The Institute’s wide-ranging curriculum encompasses many disciplines in the financial services industry and is designed to enable the financial advisor to recognize, quantify, illustrate and solve financial problems as the key to providing superior customer service to the client.


Friday, August 30th, 2013 EN

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