MEMBERS ONLY – Comprehensive Estate Planning Update: Key Issues and Strategic Insights for 2024
ZOOMTuesday, February 27, 2024 12 pm eastern In this timely and important program Marty Shenkman, JD, CPA, MBA, PFS, AEP, a respected authority in estate planning and personal finance, will present his insights on recent developments in estate planning for 2024. This session will benefit estate planners, attorneys, trust officers, accountants, insurance advisors and wealth management…