Pelican Advisory Group serves as a hub for advanced training and education for our partners to increase and sharpen their skills in key areas such as estate planning, executive compensation, and taxed-leveraged strategies for affluent clients.
Pelican Advisory Group feels education is a primary key for producers to best service their clients and move their practice to the next level. Pelican provides a variety of educational opportunities for our partners to benefit. Some of these are included on the following list:
