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  • Valuations and Estate Planning: Impact of Covid

    July 1, 2020

    What are the valuation implications of the current economic environment brought about by t.... 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 »
  • Financial and Estate Planning for the Parkinson’s Community

    September 21, 2017

    Course Description: This is a practical consumer level webinar co-hosted with the Michael .... View Webinar »
  • Trump May Repeal Estate Tax: How to Plan (or Not) 2016

    November 10, 2016

    President Trump has proposed a repeal of the estate tax, and the possible enactment of a c.... 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 »
  • Thinking About Finances After a Multiple Sclerosis Diagnosis

    If you’ve been recently diagnosed with Multiple Sclerosis (or many other chronic disease.... 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 »
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