Earn CE Credit | Expert insights on estate & tax planning strategies to stay ahead in 2025
| | | Estate & Tax Planning in a New Political Era: The 2025 Playbook |
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| | DATE:
Wednesday
February 26, 2025 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Join us on February 26th for the Estate & Tax Planning Summit—a premier virtual summit designed to empower advisors and leaders with actionable insights and cutting-edge strategies. This dynamic 90-minute event will showcase how to leverage technology and navigate the landscapes of the Estate Planning & Tax landscapes. Don't miss this opportunity to get ahead of the curve in 2025 and beyond.
Agenda: SESSION 1 (30 min) 2:00 PM ET – Leveraging Technology in Estate Planning SESSION 2 (30 min) 2:30 PM ET – Navigating Trust Planning in a Shifting Tax & Legislative Landscape SESSION 3 (30 min) 3:00 PM ET – Charitable Giving Strategies Post-Inauguration | | EARN CE CREDIT | | | SESSION 1 (30 min) 2:00 PM ET – Leveraging Technology in Estate Planning
Explore how innovative platforms can streamline complex estate planning processes, enhance collaboration, and improve client satisfaction. Discover how to leverage digital tools for more efficient document management, real-time updates, and personalized client experiences to deliver greater value. Register Now.
Featured Speakers: |
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| | | Ian Finnerty, CFP® Director FP Alpha |
| | | Davis Janowski - Moderator Technology Editor WealthManagement.com |
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| | SESSION 2 (30 min) 2:30 PM ET – Navigating Trust Planning in a Shifting Tax & Legislative Landscape
Stay ahead of shifting tax laws with advanced trust planning strategies. Learn how to structure trusts that preserve wealth and remain compliant in an evolving regulatory landscape. Register Now.
Featured Speakers: |
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| | | David Haughton, JD, CPWA Senior Corporate Counsel Wealth.com |
| | | Susan Lipp - Moderator Editor in Chief Trusts & Estates |
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| | SESSION 3 (30 min) 3:00 PM ET – Charitable Giving Strategies Post-Inauguration
As the political landscape shifts, so do opportunities for strategic charitable giving. This session is designed for financial advisors looking to help clients maximize tax benefits while aligning their philanthropic goals with personal values. Explore the latest tax implications, effective giving strategies, and how to incorporate charitable planning into holistic wealth management. Register Now.
Featured Speakers: |
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| | | Michael D. Whitty Partner Smith, Gambrell & Russell, LLP |
| | | Anna Sulkin - Moderator Associate Legal Editor Trusts & Estates |
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| | | EARN CE CREDIT | | CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits (1.5 Hours) have been applied for and are pending approval. | | Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com 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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