Karla's Continuing Education

 

Karla Stamps


Advanced Case Marketing Symposium – August 2007 - New Orleans

  • Investing in America – Inland Securities
  • Trends in Advanced Case Design – Randy Zipse
  • Wealth Transfer Planning, Putting Your IRA to Work
  • Using VUL for Business and Estate Planning
  • Wealth Transfer Strategies
  • Spousal Lifetime Access Trusts

ProEquities Business Builder’s Conference – June 2006 – Charleston

  • IRAs – Ed Slott
  • USA Patriot Act Training
  • Direct Investments
  • Mutual Funds
  • Variable Annuities

Behringer Harvard Education Training Series – April 2006 – Birmingham

  • Financial Advisor Symposium – April 2006 - Las Vegas
  • Helping Retirement Savings Last a Lifetime
  • Investing for Retirement in a Low-Return Era
  • Solutions for Maximizing Retirement Income
  • Charitable Giving
  • Making Retirement Meaningful  

John Hancock – March 2006 – Sandestin

  • International Investing with Templeton
  • Lifestyle Portfolios
  • Why Bonds…Always
  • Advanced Financial Planning with Variable Annuities