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  • 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 »
  • How I’m Changing My Practice, Client Meetings, Client Planning, and More to Address the Coronavirus

    March 19, 2020

    This webinar will explore steps you might consider for your practice and clients in light .... View Webinar »
  • Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 2 of 2

    February 21, 2020

    Part 2 will complete the discussions in Part 1. Doctors and their practices are common.... View Webinar »
  • Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 1 of 2

    February 14, 2020

    Doctors and their practices are common targets for terrible and aggressive lawsuits which .... View Webinar »
  • Estate and Financial Planning for Clients Living with Chronic Illness

    March 26, 2015

    Planning for someone diagnosed with chronic disease (Parkinson’s disease, multiple scler.... View Webinar »
12 See All »
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