Preview of Estate Planning Masterclass with Alan Gassman, J.D., LL.M.

Join Alan Gassman, JD, LL.M., a nationally recognized estate planning attorney and thought leader, for a preview of the Estate Planning Masterclass, a 5-session program designed to equip you with little-known planning strategies that set elite advisors apart.

In This Preview, You’ll Discover:

✔ The most common estate planning pitfalls financial advisors overlook

✔ Advanced trust, tax, and wealth transfer techniques for HNW clients & business owners

✔ How this Masterclass provides 10 CE credits for CFP®, IAR, and CPA professionals

✔ How you can shape the agenda by submitting topics in advance