Live Webinars
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…
Embark on a transformative journey with Bob Keebler, CPA, a luminary in the field of intergenerational wealth transfer. This meticulously designed course goes beyond the basics,…
Join Bob Keebler, one of America's Top CPAs, to learn several estate planning strategies that can benefit your mass affluent and HNW clients. Attendees will learn: Roth…
At the request of our listeners, this webinar will feature the return of estate planning attorney Brad Gornto, LL.M, Esq. for a case-study driven discussion of reversionary…