YOUR BUSINESS AUTHORITY

Springfield, MO

Log in Subscribe

Teleconference for financial service professionals set

Posted online

Financial service professionals will have the opportunity to learn how to better protect their clients' assets in a national teleconference set for 9:30 a.m.-12:30 p.m. Feb. 22 at Hammons Tower.

"The subject is avoiding probate," said Mike Morris, CLU and financial adviser at Kansas City Life in Springfield.

"It's for service professionals who have never actually attended a probate court in session and will feature a mock probate trial based on real cases taken from public record," Morris added.

Morris said the presentation will cover business and other assets and strengthen the participants' "knowledge of planning techniques that expedite the probate process and make it less expensive and painful.

"We'll be able to evidence the consequences of what a lack of planning can do to an estate or business and show the serious consequences we want to protect our clients from," said Morris.

The event is sponsored by the Society of Financial Service Professionals Greater Ozarks Chapter, of which Morris is treasurer.

For more information or to register, call 417-883-0820.

Attendance will earn participants three hours of continuing education credit.

Comments

No comments on this story |
Please log in to add your comment
Editors' Pick
Fall 2026 Architects & Engineers Project Report

This installment of Springfield Business Journal’s Architects & Engineers Project Report showcases 26 endeavors by area design and engineering professionals.

Most Read
Update cookies preferences