Complimentary CE and CLE Virtual Forums

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

Day Two: Wednesday, September 14th

Advisors to HNW families and family offices must often deal with unique concerns, as these clients must balance the needs and preferences of different generations while they also consider what’s best for the family enterprise as a whole.

On Day Two, our panelists cover the steps needed to make sure family offices stay relevant over time — and how to help families deal with LBGTQ issues.

Keeping a Family Office Relevant for the Long Term

11:00 am ET

Explains why relevancy — the real and perceived sense of connection between a family and its family office — is foundational to the success attending to the family’s many practical needs — and is one of the most difficult yet rewarding qualities a family office can have.

Speaker

James Coutre, VP Insights & Connections, Fidelity Family Office Services

Speaker

William Parizeau, Head of Family Office Services, Fidelity Investments

Moderator

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

Helping Families Deal with LGBTQ Issues

2:00 pm ET

Provides the necessary tools — including insight into language and resources — that advisors to high-net-worth individuals and family offices need to adjust their approach when assisting families with lesbian, gay, bisexual, transgender and queer (LGBTQ) members.

Speaker

Tim Volk, Senior Strategic Advisor, Axiom

Speaker

Elizabeth Schwartz, Principal, Elizabeth F. Schwartz Attorneys & Mediators

Moderator

Vanessa Kanaga, CEO,

InterActive Legal

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 Manager

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

Interested in sponsorship opportunities? Learn more.