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.

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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Jack Broyles

Jack Broyles specializes in training financial professionals, their clients, and families on – the financial aspects of Alzheimer’s disease and Elder Financial Abuse. 

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Jim Otar

Founder of Inc.
Retirement Optimizer

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Justin Paperny

Lessons from Prison – Delivering Comprehensive Compliance & Ethics Training Programs

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Kelly Ferrin

Gerontologist and Longevity Expert

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