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Live Webinars

Bob Keebler
Creative Tax and Estate Planning Strategies with Bob Keebler
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…
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Jerry Michael
What it Takes to Deliver Personalized and Tax-Optimized Portfolios at Scale
Your most advanced competitors can efficiently deliver exceptional levels of tax optimization and portfolio personalization to every client, of every size. And they can show that…
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Tim Borchers
Multi-Generational Planning for Second Homes and Heirloom Properties
Join estate planning attorney Tim Borchers for an in-depth webinar that delves into the complexities and solutions surrounding second homes and Heirloom Property ownership. Tim…
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Shain
Tax Planning with Reverse Mortgages
This webinar will feature reverse mortgage expert Shain Urwin, a former financial advisor, on how to use a Reverse Mortgage to offset RMDs from Traditional IRAs and 401ks. Shain…
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Brad Gornto
A Sequel on iCLATs: A Strategy for Annual Givers with Immediate Tax Benefits
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…
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