James L. Cunningham Jr.
Cunningham Legal

• Partner in the office of Cunningham Legal
  
• Certified by the State Bar of California as a specialist in estate planning trust and probate law
  
• Practice emphasizes all aspects of living trust centered estate planning
  
• Conducts regular seminars and workshops on numerous topics including creation of living trust centered estate plans as well as administration of living trust centered estate plans
  
• Licensed by the Securities and Exchange Commission of the United States Series 7 and 66
  
• Licensed by the State of California as a real estate broker
  
• Licensed by the State of California as an insurance agent
  
• Author of several publications related to the areas of estate planning with living trusts including the best-selling book “Savvy Estate Planning: what you need to know before you hire the right lawyer”
  
• Member of the California State Bar, WealthCounsel, ElderCounsel and Vistage

Raymond F. Olmo CEA, CEP, RFC
Trust-CFO

• Partner in the office of Trust-CFO
  
• Practice emphasizes all aspects of California private retirement plan administration
  
• Conducts regular seminars and workshops on numerous topics related to retirement planning and wealth preservation
  
• Licensed by the State of California as an insurance agent
  
• Author of several publications and podcasts related to the areas of private retirement plans
  
• B.S. degree, California State University Chico

Lorman

Lorman Education Services has provided educational seminars, webinars, and online training for professionals since 1987.

Since then, Lorman training courses kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly-changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations. Moreover, each Lorman Education course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.

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Lorman Education Services provide both live and on demand webinars, with most offering HRCI and SHRM re-certification credits.

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