Upcoming Opportunities
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
Dealing with Divorce and the Complicated Estate Plan
Christine Wakeman, JD
09/22/2021 | 3:00-4:00 pm Eastern
Advisor Symposium: Issues of Interest to Advisors Today
11/09/2021 | 1:00-4:00 p.m. Eastern
More info coming soon
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
Previous Events
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
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
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
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
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
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
Expires 11/06/2021
Advisor Webinar: Psychological Hurdles of Family Business Succession
Patricia Annino, JD
04/17/2019 | 3:00-4:00 pm Eastern
Expires 03/22/2021
