Join us for our December 6, 2024 Affiliate luncheon & meeting. Agenda 10:30 a.m. - 1 hour General Continuing Education credit Webinar - Comprehensive Estate Planning Update: Key Issues and Strategic Insights for 2024, #6000169124 This program will cover recent developments for estate planning during 2024 and beyond and will benefit estate planners, attorneys, trust […]

Agenda 11:00 am. - Continuing Education Course - Tax and Estate Planning Under a New President Administration, #6000182822 Discussion of how advisors & planned giving professionals should approach clients in light of changing economic conditions, possible changes to the tax system, uncertain interest rates and aging population 12:00 Noon - Lunch, Networking and Keynote Speakers