Webinar Registration

A Case Study in Advanced Estate Planning
Boost Your Client's Estate Planning, Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, October, 6 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Steve Mancini
Steve Mancini
Estate Planning Attorney

What You'll Learn

Using an actual case study design book, estate planning attorney Steve Mancini will share the assets, liabilities, facts, goals, and key drivers that lead to the wealth design concepts used for a business owner client.

Attendees will learn how to combine…

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Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.