As a monetary advisor, you typically encounter sure estate-planning points that it is advisable to perceive to attain one of the best wealth plan in your purchasers. To finest serve your purchasers, it helps to know the fundamentals of property planning in addition to what new developments are on the horizon. And wouldn’t it’s nice to have your questions answered by authorized specialists within the discipline?
You’re in luck. Our three panelists, members of the Trusts & Estates editorial advisory board, will give a quick replace on the problems property planners are speaking about after which reply your questions on any estate-planning matter. They’ll reply your pre-submitted questions first (make sure to embrace them whenever you register) after which flip to questions submitted by attendees in the course of the webinar.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Susan Lipp – Moderator
Editor in Chief
Trusts & Estates
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Martin M. Shenkman, P.C.
James I. Dougherty
Dungey Dougherty PLLC
Lipson Neilson, P.C.