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  • 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 »
  • Aging Parents Estate, Financial and Related Planning

    February 12, 2013

    The population is aging. People are living longer. What steps can be taken to make those g.... View Webinar »
  • The Human Aspects of Estate Planning

    Estate planning can no longer be focused on minimizing estate taxes. The $5 million inflat.... View Webinar »
  • Estate and Financial Planning for Those Living with Alzheimer’s Disease

    Planning for someone diagnosed with Alzheimer's disease, or who has a loved one living wit.... View Webinar »
12 See All »
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