Attend This All-Star Event And Earn 12 CE or CLE Credits
Live Virtual Forums

January 12-14 | January 19-21

During two weeks in January, we’ll provide HNW financial 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 Editorial Advisory Board members, frequent contributors and other leading subject matter experts. See event calendar.

Wealth Planning 2021: Navigating the Path Forward

12 sessions in 6 days spanning 2 weeks

Meet the Speakers and Moderators
Our speaker lineup represents a who’s who in the estate and wealth planning community—including familiar faces to attendees of the industry’s leading conferences and trade shows.

Program Manager

Susan R. Lipp
Editor in Chief

Trusts & Estates

Keynote

Al W. King III
Co-Founder and Co-CEO

South Dakota Trust Company

Keynote

Charles A. (Clary) Redd
Attorney/Partner

Stinson LLP

Speaker

Farida El Agamy
Attorney at Law/General Manager

Tharawat Family Business Forum

Speaker

Denise Appleby
CEO

Appleby Retirement Consulting

Speaker

Courtney Booth Christensen
Director, Trusts & Estates

Winston Art Group

Speaker

Gail Cohen
Chair

Fiduciary Trust Company International

Speaker

Heath R. Delay
Co-Founder and Principal

Redlands Corporation

Speaker

Michael Fontanini,
MT, CFP�, CLU�
Vice President
Advanced Sales and Design
Lion Street

Speaker

Katherine Gent
Associate, Private Clients Group

Cummings & Lockwood

Speaker

Zach Goldman
Counsel

WilmerHale

Speaker

Brain Hans
Executive Director

UBS

Speaker

Dennis T. Jaffe
PhD

Family/Education Consultant

Moderator

Vanessa L. Kanaga, Esq.
President

InterActive Legal

Speaker

Kim Kamin
Principal and Chief
Wealth Strategist

Gresham Partners

Speaker

Avi Z. Kestenbaum
Partner

Melzer, Lippe, Goldstein
& Breitstone

Speaker

David Leibell
Senior Wealth Strategist

UBS Private Wealth Management

Speaker

Pamela Lucina
Executive Vice President

Northern Trust Corporation

Moderator

David Lenok
Senior Wealth Planning Editor

WealthManagement.com

Speaker

Liz Miller
President

Summit Place Financial Advisors

Moderator

Rio Peterson
Affinity Programs Manager

Clio

Speaker

Robert F. Sharpe
Philanthropic Consultant

Robert F. Sharpe

Speaker

Martin M. Shenkman
Founder

Shenkman Law

Speaker

Rachel Sherman
Principal

Cummings & Lockwood

Speaker

Greg Singer
Investment Director

Capital Group Private Client Services

Speaker

Bruce D. Steiner
Attorney

Kleinberg, Kaplan, Wolff & Cohen

Moderator

Anna Sulkin
Associate Legal Editor

Trusts & Estates

Speaker

Mary Vandenack
Managing Member

Vandenack Weaver

Moderator

David Warren
Co-founder and Chairman

Bridgeford Trust Company

Speaker

Diana Wierbicki
Partner, Global Head of Art Law

Withers Bergman

Single-Click Registration

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

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

Interested in sponsorship opportunities? Learn more.