Advisor SeriesDownload 2018 Events Flyer
Accountants: If you have a site monitor at your viewing location and you pre-register to attend, you can earn CPE credit in the category “Taxes” for attending these events.
Replays of Previous Educational Opportunities
Previous educational programs reflect tax, legal and regulatory information that was current as of the date of the presentation. Discussions are archived here for historical reference only and may not reflect current information.
2018 Advisor Symposium: Issues of Interest to Advisors Today
November 6, 2018 | 1:00-5:00pm Eastern
Featuring Martin Shenkman, Robert Keebler, Patricia Annino, Greg Holmgren and Heather Davis
"Entity Planning for Private Clients: Leveraging the Benefits of the Tax Cuts and Jobs Act"
Wednesday, July 18, 2018 | 3:00-4:00pm Eastern
James M. Duggan, MBA, JD
Advisor Webinar: "The Trump Tax Act: New Planning Opportunities"
Wednesday, April 18, 2018 | 3:00-4:00pm Eastern
Steven J. Oshins, Esq., AEP® (Distinguished)
Advisor Webinar: "Tax Reform - Helping High Net Worth Families"
Wednesday, January 17, 2018 | 3:00-4:00pm Eastern
Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished)
Any remarks or presentations by third parties not affiliated with New York Life represent the opinions and views of only those individuals and do not necessarily reflect the opinions or views of New York Life or its affiliates. Robert Keebler, Steve Oshins, James Duggan, Bryan Clontz, Christopher Hoyt, Samuel Donaldson, Patricia Annino and The American College are not associated with New York Life Insurance Company or its affiliates. New York Life Insurance Company is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors via its website. For more information regarding registration, refund, complaint and program cancellation, please contact New York Life Insurance Company’s home office representative at 972-720-6704.