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Get answers to your specific estate planning questions during our live, interactive Q&A panel discussion with leading subject matter experts

 

 
 

 

Ask the Experts:
Estate Planning Q&A for Financial Advisors

 

WEBINAR:

Tuesday, April 18, 2023

11:00 am ET

 
 

 

As a financial advisor, you often encounter certain estate-planning issues that you need to understand to achieve the best wealth plan for your clients. To best serve your clients, it helps to know the basics of estate planning as well as what new developments are on the horizon. And wouldn’t it be great to have your questions answered by legal experts in the field?

 

You’re in luck. Our three panelists, members of the Trusts & Estates editorial advisory board, will give a brief update on the issues estate planners are talking about and then answer your questions on any estate-planning topic. They’ll answer your pre-submitted questions first (be sure to include them when you register) and then turn to questions submitted by attendees during the webinar.

 

 

 

 
SUBMIT YOUR QUESTIONS
 
 

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® and CE credits have been applied for and are pending approval.

 

 

 


 


 

 
 

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