Thursday, February 27, 2020 | 2:00 pm ET / 11:00 am PT
| How I’m Changing My Practice, Client Meetings, Client Planning and More to Address the Coronavirus Wednesday, April 29, 2020 | 2:00 pm ET / 11:00 am PT
Health issues are no doubt of paramount importance for you and your practice. How and what should you be communicating with clients? Learn More
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PRESENTER: Paul Benda Senior Vice President, Risk & Cybersecurity Policy American Bankers Association |
| PRESENTER: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) Founder Shenkman Law |
| PRESENTER: Jonathan G. Blattmachr Director of Estate Planning Peak Trust Company |
| MODERATOR:
Susan Lipp Editor in Chief Trust & Estates |
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| Health issues are no doubt of paramount importance for you and your practice. How and what should you be communicating with clients? How should you hold meetings? What are the issues around signing documents? And how can technology help you continue to practice in the current environment? This timely webinar will explore critical steps you should consider for your practice in light of the coronavirus—and implications of the pandemic that clients need to be aware of now, including: Legal, tax, financial and other repercussions Living wills and DNRs that are crucial to review Estate and tax planning for the current environment Standard forms that may contain language regarding intubation that, if not revised, could result in a tragic denial of care Dangerously outdated wills and other documents The impact on small businesses, including revenue sources, expenditures, retirement plans, estate plans, financial models, business succession plans and much more CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval. |
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| | Not able to attend? Register anyway! Archived versions of WealthManagement.com webinars are available to watch On Demand shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.
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