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Previous Events
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
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
Expires 08/19/2023
Dealing with Divorce and the Complicated Estate Plan
Christine Wakeman, JD
09/22/2021 | 3:00-4:00 pm Eastern
Expires 11/30/2022
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
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
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
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
