Upcoming Opportunities

Dealing with Divorce and the Complicated Estate Plan

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

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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

Registration Coming Soon

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

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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Expires 12/31/2021

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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Expires 12/31/2021

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