Foundational Estate Planning Series
Empowering Choices: Understanding Supported Decision-Making
Guest: Vanessa Kanaga
Interactive Legal
June 4, 2024
The Vital Role of Healthcare Powers of Attorney
Guest: Vanessa Kanaga
Interactive Legal
May 14, 2024
Dribbling Towards Financial Freedom – Slam Dunk Strategies
Guest: Ross Poling
Foster Group
March 19, 2024
Converting “Loud” Trust and Key Insights on “Silence”
Guest: Vincent Thomas
Young Conaway Stargatt & Taylor LLP
March 5, 2024
What Is A Silent Trust and Why Does It Matter?
Guest: Vincent Thomas
Young Conaway Stargatt & Taylor LLP
February 6, 2024
Strategic Conversations: Tactical Influence in Leadership and Communication
Guest: Mitchell Hockenbury
1440 Financial Partners
December 19, 2023
Transforming Your Practice: The Client-Centric Journey
Guest: Deirdre Wheatley-Liss
Porzio, Bromberg & Newman
November 28, 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
Automation and AI Opportunities for Estate Planners
Guest: Deirdre Wheatley-Liss
Porzio, Bomberg & Newman
October 17, 2023
Client Focused Estate Planning
Guest: Anne Burnett
Burnett Willson Law
September 26, 2023
More topics:
- Business Exit Strategies
- Elder Law
- Foundational Estate Planning
- Healthcare
- High Net Worth Estate Planning
- Law Firm Finance
- Law Firm Leadership and Culture
- Law Practice Management
- Legal Technology
- Philanthropy
- Physician Estate Planning
- Starting Your Own Business
- Tax Planning
- Trust and Estate Litigation
- Welcome to Legal Visionaries
- Wellness
