Upcoming Opportunities

How the 2020 Election Affects the Top Planning Ideas

CPA Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished)
01/13/2021 | 3:00-4:00 pm Eastern

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What Advisors Need to Know for HNW Planning in 2021 and Beyond

Patricia Annino, JD, LL.M.
04/28/2021 | 3:00-4:00 pm Eastern

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Dealing with Divorce and the Complicated Estate Plan

Christine Wakeman, JD
09/22/2021 | 3:00-4:00 pm Eastern

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Estate Planning Tips that will Excite Your Clients

Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
12/01/2021 | 3:00-4:00 pm Eastern

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Previous Events

Identifying Tax Traps and Financing Nuances for Families Caring for Children with Special Needs

Prof. Thomas M. Brinker, Jr., CPA/PFS, ChFC®, CGMA, CFE, AEP®
10/14/2020 | 3:00-4:00 pm Eastern

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Expires 04/15/2021

Building a High-Performing Team To Serve High Net Worth Clients

Jeremy S. Lurey, Ph.D
04/29/2020 | 3:00-4:00 pm Eastern

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Expires 04/09/2022

Private Decanting: Changing an Irrevocable Trust Without Your Entire Family Knowing

Steven J. Oshins, Esq., AEP® (Distinguished)
01/29/2020 | 3:00-4:00 pm Eastern

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Expires 12/31/2021

Advisor Webinar: Planning Issues and Challenges to Bridge the Generational Divide

Patricia Annino, JD
11/13/2019 | 3:00-4:00 pm Eastern

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Expires 10/21/2021

2019 Advisor Symposium: Issues of Interest to Advisors Today

Featuring Greg Holmgren, Matt Pate, Jeff Chadwick and John McManus
11/06/2019 | 1:00-5:00 pm Eastern

Download Resource Guide | Download Chadwick Privacy Paper

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Expires 11/06/2021

Advisor Webinar: Psychological Hurdles of Family Business Succession

Patricia Annino, JD
04/17/2019 | 3:00-4:00 pm Eastern

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Expires 03/22/2021