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