Continuing Education


Ro Morrison & Associates has partnered with SuccessCE to provide you one place to go for all your continuing education credits. A number of our speakers also have their programs approved for CE delivery.

Anthony DiLeonardi

Engaging the Female Client, Legacy Transfer & Generational Strategies

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Barbara McVicker

Barbara provides information and strategies concerning the financial, emotional, and physical impact on families when caregiving elderly parents

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Colette Gray

The Reverse Mortgage Specialist Who Helps Financial Professionals Helps Their Clients Successfully Age in Place

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Dr. Katy Votava

Your Expert on Medicare, the Affordable Care Act & Overall Medical Costs

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Erin Botsford

A “Top 100 Women Financial Adviser” & Inspirational Speaker Who Delivers Results

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Institute for Preparing Heirs

Bringing Advisors and Families Closer Together by Providing Advisors with Training, Tools, and On-Going Support to Prepare Familes for Successful Generational Wealth Transfer

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