Affiliations

National Network of Estate Planning Attorneys The National Network of Estate Planning Attorneys is a cooperative alliance of nationally-recognized estate planning attorneys from across the country. The Network provides its members and their support staff with comprehensive, cutting-edge education and practice support in the fields of estate planning, wealth reception, business planning, and legacy building. Since she joined in 1997, Teresa has been one of the Network's most active members. She attends virtually all of the Network's educational and training programs and, since 2003, has served on the Network's Member Advisory Board as the elected representative of the Southeast Region.
InKnowVision Institute The InKnowVision Institute is an intensive educational program for attorneys and financial advisors who work collaboratively to serve high net-worth clients with complex estate and business planning needs. Members attend two week-long educational conferences each year, and participate in weekly web-based training sessions. Teresa has been a member of the Institute since 2006.
SunBridge Legacy Builder Network The Sunbridge Legacy Builder Network provides estate and financial planning professionals with education and training on the integration of their clients’ values and wisdom into their estate plans. Since 2002, Teresa has regularly participated in SunBridge training conferences as a student and, on several occasions, as an instructor.
Time to Think Time To Think is an international leadership development and coaching company that specializes in a process called “The Thinking Environment.” Nancy Kline, founder and principal of the organization, teaches professionals how to create Thinking Environments for their organizations, their teams, and their lives. Teresa has completed several of Nancy’s programs, including The Thinking Partnership Program and The Time To Think Coach Program.