Upcoming Opportunities
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
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
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
Replay Coming Soon
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
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
