The professional incurs lifetime liability for the plans they prepare. It's very demanding to keep up, and as a professional, you need a lot of resources to keep on top of the game. Dedicate yourself to studying, marketing yourself, and to being successful. Second, be available to collaborate with other specialists in and out of your field, like the insurance or the financial industries. You will always be confronted with unfamiliar issues.
Many hands make light work.
Pick your opportunities wisely, which is easier said than done. For further information on our programs for Estate Planning please click here . This is an official page of the California State University, Long Beach campus.