March 26th, 2024
Date and Time: Thursday, April 4, 2024 4:00-5:30pm EST Register Here Course Description: Charitable Reminder Trusts (CRTs) are a powerful and flexible financial, tax, charitable and estate planning […]
February 27th, 2024
Date and Time: Thursday March 14, 2024 4-5pm EST Register Here Course Description: Charitable giving is a vital component of many estate, tax, financial and related plans. This webinar will […]
February 21st, 2024
Date and Time: Thursday February 29, 2024 4pm-5pm EST Register Here Course Description: How many clients do you have living with chronic illness or neurological conditions? How many colleagues […]
May 6th, 2022
Date and Time: May 10th, 2022 4:00 pm ET Register Here Course Description: Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate […]