Complimentary CE and CLE Virtual Forums

This week: Three days of live, interactive forums paneled by
Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts

Day One: Tuesday, December 6th

Inflation and the economy were the biggest issues for voters leading up to the mid-term elections — and for wealth planning professionals who need to consider the profound impact rising inflation can have on financial planning in the areas of retirement and taxes in the coming year.

On Day One, our panelists will explore strategies around interest rates for maximum charitable giving impact, and the causes of estate plans that fall short of achieving their impact.

Strategizing Around Interest Rates:
How Donors Can Maximize Impact
11:00 am ET

As donors faced with tighter budgets wonder how to maximize a charitable gift’s impact, our panel explores several giving strategies best suited to withstand the current economic pressures while providing meaningful benefits to both donors and charitable recipients.

Speaker

Shea McCabe, Analyst,
Wealth Strategies
Alliance Bernstein

Speaker

Jennifer Goode, Director, Wealth Strategies Research
Alliance Bernstein

Moderator

Susan Lipp, Editor-in-Chief,
Trusts & Estates

Panel Sponsor

Can Your Client’s Family Live in the Plan You Create?

2:00 pm ET

This panel examines the causes of estate plans that fall short of achieving their intended purpose — including case study vignettes of advisors and families taking a holistic approach and creating qualitative estate plans that address both the structural and cultural elements.

Speaker

Stacy Allred, Head of Family Engagement and Governance
First Republic Investment Management

Speaker

James E. Hughes, Jr., Esquire

Speaker

Mary Duke, Founder
High Road Advisors

Moderator

Travis Watts, Director of Investor Education
Ashcroft Capital

Panel Sponsor

Single-Click Registration

Once you register for one forum, simply click on any other sessions
you wish to attend—and you’re automatically registered.

WHO SHOULD ATTEND
• High-net-worth investment advisors
• Financial planners
• Estate-planning attorneys
• Trust officers
• CPAs/accountants
• Counselors to non-profits and foundations

Program Moderator

Susan Lipp, Editor-in-Chief,
Trusts & Estates

Continuing Education (CE) and Continuing Legal Education (CLE) Credits for Live Attendees:CFP, CIMA®, CIMC®, RMA®, AEP® and NACLE credits have been applied for and are pending approval.

Not able to attend the live events?

Archived versions of Trusts & Estates Virtual Forums are available for viewing on-demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. Note: Only live attendees qualify for free CE and CLE credits.

Gold Sponsors

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