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July 2022

Thursday, July 7 – Creating a Better Student Loan Experience: In-School and Refinancing Options for Your Clients. (Online Webinar)

July 7 @ 9:00 am - 10:00 am
Online Webinar

This webinar will discuss the student lending process, including both in-school and refinancing options for your clients.

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Wednesday, July 13 – The Family LLC – An Alternative for Clients Concerned about Potential Future Grantor Trust Legis. (Online Webinar)

July 13 @ 9:00 am - 10:00 am
Online Webinar

This webinar will discuss the dynamics of the Family LLC (FLLC), including how this strategy helps reduce transfer taxes to the next generation and special considerations when creating an FLLC.

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Tuesday, July 26 – Charitable Giving with Noncharitable Trusts (Online Webinar)

July 26 @ 9:00 am - 10:00 am
Online Webinar

This webinar will address charitable giving with existing noncharitable irrevocable trusts as well as designing new trusts with flexibility.

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