A robust continuing education program with content developed and taught by industry experts.

Trust Education: Online, ongoing and on point.

Don’t have a degree in trust management? Not a problem. Participate in our Trust Education program, and you’ll be given qualified training in trust and estate planning. Monthly trust education via online webinars are available throughout the year on topics such as Choosing a Trustee, Probate Avoidance, IRAs in the Estate Plan and more.  

All National Advisor clients have access to Trust Education and we provide continuing education (CE) credits for our clients and centers of influence (attorneys and CPAs) they invite as their guests to attend the webinars. Of course, your clients are invited to attend as well, giving your brand yet another way to build your relationships.

Check your email on file at National Advisors for monthly invitations, sign-up links, and friendly reminders. 

Webinars are presented by Daniel A. Smith. Learn more about Daniel and his qualifications here

Partner with Us

We’re ready to listen.

We’re here to help Trusted Advisors better serve those they advise and build stronger, more meaningful relationships. Schedule a consultation using the options below. 

Call us toll free 8am to 5pm central time. 


Or, if you’d rather leave us a number, one of our experts will call you.