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May 2019

May 15 @ 9:00 am – 10:00 am – Sales to IDGTs with Self-Canceling Installment Notes – Advantages and Disadvantages

May 15 @ 9:00 am - 10:00 am

This webinar will discuss IDGTs, the sale of assets to the IDGT using self-canceling installment notes, and the advantages and disadvantages of this planning strategy.

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May 21 @ 9:00 am – 10:00 am – Unwinding Life Insurance Trusts (And the Policies Within)

May 21 @ 9:00 am - 10:00 am

This webinar will explore the issues and decisions necessary to evaluate whether to fund and retain life insurance trusts.

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June 2019

Webinar TBD

June 18 @ 9:00 am - 10:00 am

Details and Registration Coming Soon.

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The Power of Cash Flow Planning

June 25 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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July 2019

Estate Planning Opportunities in the New Tax Landscape

July 10 @ 11:00 am - 12:00 pm

This webinar is co-sponsored by the Society of FSP and Women in Insurance and Financial Services Details and Registration coming soon.

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Understanding Business Protection Needs

July 16 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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August 2019

Cryptocurrency in Charitable Planning

August 20 @ 9:00 am - 10:00 am

Sponsored by the American Cancer Society Details and Registration coming soon.

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September 2019

Webinar TBD

September 17 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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Webinar TBD

September 25 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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October 2019

Webinar TBD

October 1 @ 9:00 am - 10:00 am

Details and Registration Coming Soon

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