Live Webinars
As advisors, the value you can bring to clients through estate planning goes far beyond estate tax savings. Even for those clients who will never approach the $13.61M threshold…
Join estate planning attorney Liz O'Neil to learn the key responsibilities that an executor or executrix (the terms are interchangeable, with "executor" being gender-neutral)…
Estate Planning for IRAs in Second Marriages: Navigating Complexities is specifically designed for financial advisors. This session, led by Bob Keebler, aims to dissect the…
Special needs planning requires a robust estate plan and regular reviews, especially after the passing of the SECURE 2.0 Act. Join special needs planner Kristin Carleton and…
End-of-life planning is a critical yet often overlooked aspect of financial advising. As professionals in the financial industry, you carry the responsibility to ensure your…