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
September 2016 E-Newsletter
November 2015 E-Newsletter
August 2015 E-Newsletter
May 2015 E-Newsletter
January 2015 E-Newsletter
November 2014 E-Newsletter
September 2014 E-Newsletter
Call (404) 926-1329 with any inquiries for Morris Legal and Tax, LLC.