Pam Dumonceau, CEO of Consistent Values, Inc. (
www.consistantvalues.com), recently attended a special training session for high-level financial planners conducted by Million Dollar Producer in Manhattan Beach, Calif. The session consisted of a strong mix of tax planning, estate planning and practice management information that was shared by some of the industry's most reputable and well-known leaders.
Thomas B. Gau, CPA, CFP™, who has been named by both Barron's and Registered Rep Magazine as one of America's Best Financial Advisors and is a member of the financial industry's "Winner's Circle" published by R.J. Shook, provided knowledge and education on important tax and estate planning strategies that high-end financial advisors need to share with existing clients and prospects. Other strategic training was provided by
Ken Unger, one of the financial industry's most knowledgeable trainers for high-level financial practitioners.
At this session, the most recent tax law changes and forms were reviewed with an emphasis on strategic tax-reduction planning. Gau and Unger also provided informational updates they received from
Robert. S. Keebler, CPA, MST, of Virchow Krouse & Company, LLC, who is one of the leading experts nationwide in retirement and IRA planning, as well as taxation and estate administration. Keebler was recognized in 2006 as one of the most influential CPAs in the United States by CPA Magazine.
"The two full days that I spent at this session helped mebecome more aware and informed of the most practical and important tax laws and estate planning techniques to share with my clients and prospects. I'm proud to be able to share these strategies with people in the Denver Metro area," says Dumonceau.
Dumonceau started her business in 1983 and has focused on helping individuals, families and business owners to make financial decisions in alignment with their values. She merged her company with Headlee Financial in 2006 and is in the top three percent of her profession nationally.
Pam Dumonceau, Owner, Consistent Values, Inc., a Registered Investment Advisor in Aurora, Colorado may be reached at 303-804-0101,
pam@consistentvalues.com or
www.ConsistentValues.com. Dumonceau is a Registered Representative/Investment Advisor Representative. Securities offered through AIG Financial Advisors, Inc., a registered broker-dealer and member FINRA/SIPC. Advisory Services offered through Asset One, LLC., a registered investment advisor. Consistent Values is located at 2851 S. Parker Rd., #900, Aurora.
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