Events

"Entity Planning for Private Clients: Leveraging the Benefits of the Tax Cuts and Jobs Act"

Wednesday, July 18, 2018 | 3:00-4:00pm Eastern
Presenter: James M. Duggan, MBA, JD

2018 Advisor Symposium: "Honoring the Legend of Ben Feldman"

Tuesday, November 6, 2018 | 1:00-5:00pm Eastern

"Top Seven Deadly Charitable Planning Sins"

Wednesday, November 14, 2018 | 3:00-4:00pm Eastern
Presenter: Bryan K. Clontz, CFP®, CLU®, ChFC®, CAP®, AEP®