Webinar Registration

Preview of Estate Planning Masterclass for Mass Affluent + Member Update

Boost Your Client's Practice Management, Estate Planning outcomes and reduce out-of-pocket costs -

Friday, April, 17

12:00pm ET

60 minutes

Alan Gassman, Esq.

Estate Planning Attorney

Scott Levin, J.D., LL.M.

Senior Estate Planning Specialist Wescott Financial

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

Name

First Name

Last Name

Email Address

Who invited you?

Please provide your CFP ID #

Please provide your CRD #

ZIP Code

Which best describes you? *

State

City

Phone Number

What are your designations (e.g. CFP or CLU)?

Your B/D or RIA

Do you have a trusted mortgage advisor to serve your clients?

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.

What You'll Learn

No content added

Webinar Description

Join me and our estate planning experts, Alan Gassman and Scott Levin, for a preview of the Estate Planning Masterclass to be held on May 20, May 27, June 3 and June 10. This four session program will focus on strategies to help you develop estate planning strategies for clients with $2 to $5 million in assets. It will provide 8 CE credits (IAR, CFP, American College, CPA, EA, and CDFA). The cost is $179 for subscribers and $279 for non-subscribers. CE reporting fees will be extra.

I will also provide a primer on what's available to Financial Experts subscribers, to include our website tools, types of CE credits available, presenter materials, webinar summaries. I'll also touch on new features, such as podcasts.