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Alan Gassman
Estate Planning Masterclass Preview & Member Update
Guest Expert: Alan Gassman, J.D., LL.M. and Tom Dickson

In this webinar, Estate Planning attorney Alan Gassman joined Tom Dickson to provide an overview of what he will cover as part of the 5-session Masterclass he is doing on Financial Experts, starting March 19th. The other topics Tom covered on this call ware plans for 2025 webinars, CE credits (IAR, CFP, etc.), other possible Masterclass programs, recent changes to the Financial Experts website and ideas for future changes.

Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.

Estate Planning Masterclass Preview & Member Update 01-23-2025

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