Educational Opportunities
Advisor Series
Download 2018 Events FlyerAccountants: 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.
"Top Seven Deadly Charitable Planning Sins"
Wednesday, November 14, 2018 | 3:00-4:00pm Eastern
Bryan K. Clontz, CFP®, CLU®, ChFC®, CAP®, AEP®
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 Discussions are archived here for historical reference only and may not reflect current information.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
Expires 11.30.19
"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
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
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
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
"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
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.