Educational Opportunities

Advisor Series

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 Discussions are archived here for historical reference only and may not reflect current information.

Bryan Clontz Headshot

"Top Seven Deadly Charitable Planning Sins"

Wednesday, November 14, 2018 | 3:00-4:00pm Eastern

Bryan K. Clontz, Ph.D.CFP®, CLU®, ChFC®, CAP®, AEP®, RICP® CBP

Expires 12.30.19

Watch the Replay »

2018 Advisor Symposium Photo

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

Expires 11.30.19

Watch the Replay »

James M. Duggan, MBA, JD Headshot

"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

Expires 12.31.2018

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Steve Oshins Headshot

Advisor Webinar: "The Trump Tax Act: New Planning Opportunities"

Wednesday, April 18, 2018 | 3:00-4:00pm Eastern

Steven J. Oshins, Esq., AEP® (Distinguished)

Expires 6.26.2020

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Robert Keebler Headshot

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)

Expires 2.28.2020

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2017 Feldman Forum

2017 Feldman Forum: "Strategic Planning for Various Levels of Wealth" (4 hours)

Thursday, May 4, 2017 | 1:00 - 5:00 pm Eastern

Featuring Robert Keebler, Michael Broderick, Samuel A. Donaldson, Heather Davis and Greg Holmgren

Expires 05.31.2019

Watch Part 1 Replay »

Watch Part 2 Replay »

Patricia Annino Headshot

"Estate Planning Strategies for Second (and Third) Marriages"

Wednesday, April 19, 2017 | 3:00 - 4:00 pm Eastern

Patricia Annino, JD

Expires 02.15.2019

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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.