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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

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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

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Expires 04/09/2022

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

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Expires 04/15/2021

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

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Expires 12/31/2021

Advisor Webinar: Psychological Hurdles of Family Business Succession

Patricia Annino, JD
04/17/2019 | 3:00-4:00 pm Eastern

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Expires 03/22/2021

Advisor Webinar: Planning Issues and Challenges to Bridge the Generational Divide

Patricia Annino, JD
11/13/2019 | 3:00-4:00 pm Eastern

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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

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Expires 11/06/2021

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This site is prepared for the general information and education of professional advisors who work with agents of New York Life Insurance Company. It is not intended for use with the general public. New York Life, its affiliates, agents and employees, may not provide tax, legal, or accounting advice. Everyone should seek the counsel of their own professional advisors prior to taking action in regard to their personal financial situation. SMRU 1722254. Expires 12/31/2020.