Family Businesses
Live CE and CLE Virtual Forums

January 12-14 | January 19-21

During two weeks in January, we’ll provide HNW advisors and estate planning professionals expert perspectives on how the unprecedented events of 2020 will impact future wealth planning strategies—with live, interactive forums paneled by Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts. See event calendar.

Single-Click Registration

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

Family Businesses

Our 12-part Virtual Forum program includes two sessions revealing how events of 2020 have impacted the strategic and operational models that support family businesses

Wednesday, January 13th • 2:00 pm ET

Reinventing Family Enterprise After the Pandemic

Presents practical tools for how family enterprises—small and large family businesses and family offices—can learn from experiences of recovery from other traumatic events in a post-COVID world. Register

Speaker

Dennis T. Jaffe
PhD

Family/Education Consultant

Speaker

Farida El Agamy
Attorney at Law/General Manager

Tharawat Family Business Forum

Moderator

Rio Peterson
Affinity Programs Manager

Clio

Panel Sponsor

Thursday, January 21st • 11:00 am ET

Selling a Family Business

Considers the latest best practices—as well as the family dynamics issues and tax considerations—for dealing with families who are thinking about selling their businesses. Register

Speaker

David Leibell
Senior Wealth Strategist

UBS Private Wealth Management

Speaker

Brain Hans
Executive Director

UBS

Moderator

Susan R. Lipp
Editor in Chief

Trusts & Estates

WHO SHOULD ATTEND

• HNW investment advisors
• Financial planners
• Estate-planning attorneys
• Trust officers
• CPAs/accountants
• Counselors to non profits and foundations
  

“It’s a great way to start off the year with quality education designed to provide a clearer understanding of what the future holds for wealth planning—and get an early jump on CE and CLE for 2021.”

—Susan Lipp, Editor in Chief,
Trusts & Estates

Continuing Education (CE) and Continuing Legal Education (CLE) Credits:

CFP, CIMA®, CPWA®, 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.

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