Category

Live Webinars

What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 11.22.2025
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for…
Register
What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 12.20.2025
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for…
Register
What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 10.24.2025
*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for…
Register
Alan Gassman
Life Insurance Planning Changes After the Big Beautiful Tax Act
The estate and tax planning landscape is is changing dramatically for a great many families with the passage of the Big Beautiful Tax Act and the fact that a great many life…
Register
Scott Levin
MAPTs and BDOTs - How They Work and When to Use Them
Explore sophisticated trust structures that go beyond basic estate planning documents in this advanced session. Participants will discover the strategic implementation of Medicaid…
Register