Past Events
| May 14, 2024 |
Estate Planning Tips and Nuggets
Marty M. Shenkman, CPA, MBA, PFS, AEP, JD |
| March 12, 2024 |
Insights and Updates on Gift Planning
Carine Hails, Esq. |
| February 13, 2024 |
What Every Estate and Financial Planning Professional Should Know About Special Needs Planning
Tara Anne Pleat, Esq. |
| January 16, 2024 |
Tax Law Updates
Sciarabba Walker & Co., CPAs |
| November 14, 2023 | Do Your Clients (or YOU!) Have Unclaimed Funds? |
| October 10, 2023 |
Long Term Care Planning
Whicliff Bihayi |
| September 12, 2023 |
Medicaid Planning
Kristen K. Luce, Partner, Coughlin & Gerhart, LLP |
| View Current Events |
