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  • Working With Beneficiaries with Mental Health Challenges

    November 8, 2024

    The statistics are surprising and demonstrate why estate planners should give more attenti.... View Webinar »
  • Neurodiversity & Brain Health: What You Need to Know to Help Clients and Work with Colleagues

    March 4, 2024

    How many clients do you have living with chronic illness or neurological conditions? How m.... View Webinar »
  • Trusted Advisors and Mental Health Concerns: Making The Case For Change

    August 14, 2023

    Lawyers and financial advisors are in the top 11 group of professionals with the highest s.... View Webinar »
  • Holistic View of Special Needs Planning: Conversation with Bernie Krooks

    May 28, 2023

    Special needs (and elder law) planning is vital to consider for most if not all clients. T.... View Webinar »
  • Serving an Aging Clientele – Medicaid and Other Planning

    March 13, 2023

    This 75-minute practical webinar will cover topics critical to practitioners serving our a.... View Webinar »
  • Addictions and Impaired Clients: Estate and Related Planning Considerations

    July 15, 2021

    Drug use is on the rise in this country and 23.5 million Americans are addicted to alcohol.... View Webinar »
  • Estate Planning Steps to Take Now: Main EPC and American Cancer Society

    August 14, 2020

    The time is right for aggressive estate planning because if there is a shift in power in W.... View Webinar »
  • PANEL Valuations and Estate Planning: Impact of Covid

    June 25, 2020

    What are the valuation implications of the current economic environment brought about by t.... View Webinar »
  • Core Estate Planning Documents During COVID

    April 28, 2020

    Every practitioner is familiar with the common or “core” estate planning documents: po.... View Webinar »
  • Achieving Peak Performance in a Challenging COVID World: Finding Balance in an Unbalanced World

    April 20, 2020

    Gain insight from a leading authority on mindfulness, and the role it plays in achieving p.... View Webinar »
12 See All »
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