2023 events TBA

Previous Events

Advisor Webinar: The Appeal of Life Insurance When A Person Names a Charitable Remainder Trust as the Beneficiary of a Retirement Account

Christopher R. Hoyt, JD
11/30/2022 | 3:00 - 4:00 pm Eastern

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Expires 11/30/2023

2022 Advisor Symposium: Issues of Interest to Advisors Today

Featuring CPA Robert Keebler, Professor Christopher Hoyt, NYL CVP Greg Holmgren, and NYL CVP Matt Pate
11/09/2022 | 1:00 - 4:30 pm Eastern

Resource Guide

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Expires 11/30/2023

Advisor Webinar: A Survey of Pre-Sale Planning Techniques for Investors and Business Owners

James M. Duggan, MBA, JD
09/28/2022 | 3:00 - 4:00 pm Eastern

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Expires 09/28/2023

Planning for the Large Estate

CPA Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished)
04/27/2022 | 3:00 – 4:00 pm Eastern

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Expires 04/01/2023

2021 Advisor Symposium: Issues of Interest to Advisors Today

11/09/2021 | 1:00-4:00 p.m. Eastern

Featuring CPA Robert Keebler, attorney Steve Leimberg, and NYL CVP Greg Holmgren

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Expires 08/19/2023