Everett Morris teaches various topics of wealth management to doctors, lawyers, accountants, financial planners, and other groups on a regular basis. Some of the classes provide continuing professional education credits required by these professions, while others are strictly informative. If you are interested in having him speak on a particular topic to your employees or at one of your events, please call or email him directly with your request.
If you are age 50 or over and interested in learning about various wealth management topics through structured, 8-week classes at Emory University, you can join OLLI (Osher Lifelong Learning Institute) for a minimal fee. Everett teaches “Estate Planning and Probate Issues,” “Portfolio Management and Financial Planning Nearing Retirement,” and “Income Planning Strategies for Retirement” on a rotating basis. For more information, please go to their website here.
We also send out an e-newsletter periodically, which you can sign-up for on this page. To read articles from previous newsletters, click on the links below.
August 2017 E-Newsletter
How to Select a Trustee
Why Your Life Insurance Proceeds Might Not Actually Benefit Your Children
September 2016 E-Newsletter
Gift and Estate Law in 2016 and Beyond
Couple Retires in Their 30’s, Could You?
November 2015 E-Newsletter
8 Holiday Savings Tips
Teach Your Kids to Save Money
Four Estate Planning Items Everyone Needs
Inherited Retirement Accounts: 5 Things You Need to Know
August 2015 E-Newsletter
Your Financial Issues are no Different than a Professional Athlete’s… Well, Sort of
The Benefits of a 529 Plan
Tax Rules for Childcare
May 2015 E-Newsletter
May 2015 Firm Update
A Crash Course on the Taxation of Real Estate
Eleven General Rules for Asset Protection
January 2015 E-Newsletter
Health Insurance Credits Could Affect 2014 Tax Refunds
How to Stay on Track and Achieve Your Financial Goals
Tips for Choosing a Tax Return Preparer
November 2014 E-Newsletter
2014 Year End Tax Planning
How to Choose a Financial Planner
How to Give Stock to Charity
September 2014 E-Newsletter
Your First Will – Estate Planning Tips for People Under 40
Stock Market Basics
DSUE – Factors to consider when advising a surviving spouse on portability
Call (404) 926-1329 with any inquiries for Morris Legal and Tax, LLC.