Upcoming Opportunities

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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2022 Advisor Symposium: Issues of Interest to Advisors Today

Featuring Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), Christopher Hoyt, JD, Greg Holmgren, CLU®, ChFC®, and Matt Pate, JD, LL.M.
11/09/2022 | 1:00 - 4:30 pm Eastern

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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

More info coming soon.

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Previous Events

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

The Melton Case: From Business Exit to Philanthropic Impact

Phil Cubeta, CLU®, ChFC® , MSFS, AEP®, CAP®
01/12/2022 | 3:00 - 4:00 pm Eastern

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Expires 01/12/2023

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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Expires 12/31/2022

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

Dealing with Divorce and the Complicated Estate Plan

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

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Expires 11/30/2022