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” on a regular basis. For more information, please go to their website here.
Call (404) 328-7300 with any inquiries for Morris & Middleton LLC.