Preserving Prosperity: Mastering Multi-Generational Wealth Transfer
Guest: Zac Ritchey Partner, Managing Director Private Wealth Asset Management December 5, 2023
Transforming Your Practice: The Client-Centric Journey
Guest: Deirdre Wheatley-Liss Porzio, Bromberg & Newman November 28, 2023
Navigating Business Transitions: A Comprehensive Guide to Business Continuity Planning
Guests: Abby Arcishewsky President Archway Consulting November 21, 2023
NAEPC Hall of Fame Induction – Mary Vandenack
Mary E. Vandenack, founder and CEO, is recognized by the National Association of Estate Planners & Councils (NAEPC) as an inductee into the Estate Planning Hall of Fame® and as a recipient of the Accredited Estate Planner® (Distinguished) designation for 2023.
If I Had Known About Money Then: Wisdom That Would Have Saved $1,000,000
Guest: Mitchell Hockenbury 1440 Financial Partners November 14, 2023
Intersection of ESOPS and Estate Planning – Optimizing After Tax Outcomes
Guest:Kenneth Alter Managing Director, Planning Alliance November 7, 2023
Navigating Valuation Pitfalls: Insights from the Experts
Guests: Nainesh Shah and Evan Levine, Founding Partners at Complete Advisors October 31, 2023
Now What? – Managing Trust Administration when a Loved One Passes
Incapacity or incompetence is a legal finding based on facts usually obtained from medical professionals. In laymen’s terms, a doctor will tell you that your loved one cannot make decisions anymore and a court will rule that this person no longer has the legal ability to make decisions.
Mastering the Art of Philanthropy: Trends and Strategies
Guest: Kim Cappellano Private Wealth Asset Management October 24, 2023
Automation and AI Opportunities for Estate Planners
Guest: Deirdre Wheatley-Liss Porzio, Bomberg & Newman October 17, 2023
