Register for Our Upcoming Masterclass Programs
This four-session masterclass led by highly respected estate planning attorney Alan Gassman is designed to equip financial advisors with advanced estate planning strategies through engaging, case-study-driven presentations. Each session will provide actionable insights, leveraging EstateView software to demonstrate the quantitative impact of various planning techniques. Advisors will gain practical knowledge to help clients optimize wealth transfer, minimize taxes, and achieve their estate planning goals.
Details:
- Duration: Four sessions, each including a 1.5-hour presentation followed by a 30-minute live Q&A.
- Dates: May 20, 27, June 3, 10.
- Format: Interactive PowerPoint presentations, with EstateView software used to illustrate key concepts and strategies.
- Exclusive Bonus: Participants who purchase the EstateView program will be invited to monthly "Case of the Month" calls for ongoing learning and discussion.
Continuing Education Credits:
Each session will be approved for CE credits for the CFP designation, as well as for those requiring IAR and CPE credits, ensuring advisors stay compliant while enhancing their expertise.
The program is also approved for CLE credits for lawyers in Florida. It is pending approval for NY lawyers.
Join us for this in-depth series to elevate your estate planning knowledge!
Estate Planning Masterclass #1: When to Refuse a Windfall: Strategic Disclaimers, Timing, and Irrevocable Consequences Wed, May 20, 2026 | 12:00 PM - 02:00 PM | View Agenda |
Estate Planning Masterclass #2: Estate Planning for Digital Assets + Medicaid Asset Protection Planning Wed, May 27, 2026 | 12:00 PM - 02:00 PM | View Agenda |
Estate Planning Masterclass #3: Best Estate Planning Ideas for Clients with $2–$5 Million Wed, Jun 03, 2026 | 12:00 PM - 02:00 PM | View Agenda |
Estate Planning Masterclass #4: The Estate Plan That Actually Survives Wed, Jun 10, 2026 | 12:00 PM - 02:00 PM | View Agenda |
Program Pricing
Purchase Your Pass for Our On-Demand Medicare Masterclass
Mastering Medicare: Learn Your A, B, and Ds with CEs
Join two of our highest-rated speakers for a lively and insightful discussion about Medicare. Plus, they'll show you the five biggest things financial advisors need to know about Medicare to help your clients avoid mistakes.
Who Should Participate: Financial professionals with clients nearing Medicare eligibility or currently enrolled in Medicare, advisors looking for tips to optimize Medicare coverage for clients and evaluate Medicare plans.
| Masterclass Session 1: Preparing for Medicare | View Agenda |
| Masterclass Session 2: Getting to know Medicare | View Agenda |
| Masterclass Session 3: Enrolling in Medicare | View Agenda |
| Masterclass Session 4: How to Avoid IRMAA | View Agenda |
| Masterclass Session 5: Living with Medicare | View Agenda |
Why Should You Attend Our Masterclass Programs?
Distinguish yourself from your competition and strengthen your planning knowledge with our new 4-session Masterclass programs!
Taught by leading subject-matter experts across the financial planning sphere, our Masterclass programs are designed to help you gain a comprehensive understanding of today's most relevant topics, strategies, and tools to improve the probabilities of success for both your clients and your business.
Segments & Quizzes
& On-Demand Content
