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
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
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: Psychological Hurdles of Family Business Succession
Patricia Annino, JD
04/17/2019 | 3:00-4:00 pm Eastern
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
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
