Advanced Estate Planning (EST)

Mon, June 7 – Wed, June 9

Planning in the current environment.

Arm yourself with new strategies and concepts to guide your clients in the right direction. Advanced Estate Planning will lead you there.

Register today

Let the experts guide you

It’s vital to stay on top of the latest updates and developments in trust, estate and gift taxes especially with the current economic disruption, SECURE Act implementation, significant changes in rules and regulations, and the evolving political landscape.

During the Advanced Estate Planning sessions, you’ll get no-nonsense advice and high-level tax training, you’ll acquire new estate planning techniques to help your clients, and you’ll receive critical coverage of the latest issues and opportunities – all from experts in the estate planning field.

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Can't-miss sessions

Wealth Transfer Planning in the New Administration

Estate Planning Update

Planning for IRAs After the Secure Act

Planning for Those Under $10 M

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Who Will Be There

Estate planners
Financial planners
Tax advisers
Attorneys
Insurance advisors

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Advanced Estate Planning (EST)

Mon, June 7 – Wed, June 9

Planning in the current environment.

All-Access Pass gives you more!

Let the experts guide you