Program Materials and CLE

CLE & PROGRAM MATERIALS

 

September 21, 2020 - PPP - Forgive BUT Never Forget ~ Applications & Implications

CLICK HERE TO VIEW PROGRAM RECORDING

October 8, 2020 - Year-End Planning in 2020 – Including Planning for a Biden Administration

CLICK HERE TO VIEW THE PROGRAM RECORDING

November 12, 2020 - The Central Role of Family Governance in Today's Estate Planning

CLICK HERE TO VIEW THE PROGRAM RECORDING

December 3, 2020 - Purposeful Planning Institute - Difference Between Traditional and Purposeful Planning

CLICK HERE TO VIEW THE PROGRAM RECORDING

January 25, 2021 - 2020 Tax Update and Beyond

CLICK HERE TO VIEW THE PROGRAM RECORDING

February 10, 2021 - Catching the Legacy Wealth Wave

CLICK HERE TO VIEW THE PROGRAM RECORDING

March 22, 2021 - Trust Panel Discussion

CLICK HERE TO VIEW THE PROGRAM RECORDING