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
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
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.
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
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
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
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
