Wednesday, January 13th
Live, Interactive CE and CE Virtual Forums

11:00 – 12:00 pm EST | 2:00 – 3:00 pm EST

Single-Click Registration

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

Estate Planning & Taxation

Wednesday, January 13th • 11:00 am ET

SECURE Act Update: Where Do We Go From Here?

Offers an overview of the new rules brought about by the SECURE Act—and provides practitioners with action to take and suggestions on how to help clients plan for retirement given the changes made by the law. Register

Speaker

Bruce D. Steiner
Attorney

Kleinberg, Kaplan, Wolff & Cohen

Speaker

Denise Appleby
CEO

Appleby Retirement Consulting

Speaker

Michael Fontanini, MT, CFP®, CLU®
Vice President
Advanced Sales and Design

Lion Street

Moderator

Anna Sulkin
Associate Legal Editor

Trusts & Estates

Panel Sponsor

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

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.

Gold Sponsors

Silver Sponsors

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