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Live Webinars

What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 08.11.2025
*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…
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Alan Gassman
Strategic Estate Planning Under the Big, Beautiful Tax Law
Join Alan Gassman and Brandon Ketron for a comprehensive, efficiently delivered webinar covering the primary provisions of the Big Beautiful Tax Act—along with immediate and long-…
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What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 07.24.2024
*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…
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Alan Gassman
Creditor Protection Strategies
This course is designed for attorneys, financial advisors, CPAs, and estate planners who advise clients with significant personal or business assets. Participants will learn…
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Bill Waller
Understanding Trustee Responsibilities and Liabilities
Financial advisors are frequently called upon by their clients to serve as trustees—or to advise clients who have taken on this critical role. Becoming a trustee is a significant…
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