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 changes of the Estate Planning & Tax landscapes. Don't miss this opportunity to get ahead of the curve in 2025 and beyond.
Agenda:
SESSION 1 (30 min) 2:00 PM ET – Leveraging Technology in Estate Planning
SESSION 2 (30 min) 2:30 PM ET – Navigating Trust Planning in a Shifting Tax & Legislative Landscape
2:00 PM ET – Leveraging Technology in Estate Planning
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 to deliver greater value.
2:30 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. Register Now.
Featured Speakers:
David Haughton, JD, CPWA
Senior Corporate Counsel
Wealth.com
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates
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SESSION 3 (30 min)
3:00 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. Register Now.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits
have been approved for (1) credit hour.
Not able to attend the live event?
Archived versions of webinars from WealthManagement.com are available
for viewing On Demand shortly after broadcast. Register todayand you will
receive an email with login instructions as soon as the replay is available.
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