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Events

Joint Trusts and Alaska Community Property Trusts - Something to Put in Your Arsenal

This presentation will cover the use and operation of joint revocable trusts in general, for both taxable and non-taxable estates. The presenters will discuss when it may be advisable to use, or not use, a joint trust, and issues to consider.

How I’m Changing My Practice, Client Meetings, Client Planning, and More, To Address the Corona Virus

We are all concerned about the potential health impact of the COVID-19 virus (also known as the novel coronavirus) on ourselves, our loved ones, our practices, and our clients. This webinar will explore steps you might consider for your practice and clients in light of the coronavirus.

LGBTQ Planning

Almost 5% of the Population Identifies as LGBTQ. What Skills Do Planners Need to Properly Serve the Modern Family?

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For more information, visit RetirementBenefitsPlanning

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