Live Webinars
This course is designed for attorneys, financial advisors, CPAs, and estate planners who advise clients with significant personal or business assets. Participants will learn…
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…
When clients don’t have children, traditional estate planning approaches often fall short. Join us for this specialized webinar designed to equip financial advisors with the…
*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…
*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 Products and…