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.
SESSION 1
2:00-2:30 PM ET – Leveraging Technology in Estate Planning
This webinar will 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—ultimately helping you deliver greater value while simplifying the estate planning journey for your clients.
Sponsored by
SESSION 2
2:30-3:00 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.
Sponsored by
SESSION 3
3:00-3:30 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—empowering you to guide clients in making impactful contributions while optimizing their financial outcomes.
Sponsored by
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits (1.5 hours) have been applied for and are pending approval.
