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.
Presenter(s)
Alan Gassman, Esq.
Job Title
Estate Planning Attorney
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Scott Levin, J.D., LL.M.
Wescott Financial
Job Title
Senior Estate Planning Specialist
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Webinar category
Featured Webinar
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Plans
Pending plans
Masterclass Series
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On Demand Masterclass
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Simulated Webinar
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