Webinar Watch Party & Luncheon
Comprehensive Estate Planning Update: Key Issues and Strategic Insights for 2024
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 professionals.
Expect to come away from this important program with current, practical planning tips and ideas that will enable you to deliver valuable guidance to your high-net-worth as well as your more modest clients. Given the current unpredictable economic and legal environment it is critical that advisors stay up-to-date on all developments.
Join us in New Orleans at the American Cancer Society Hope Lodge Volunteer Center for an afternoon filled with networking with local members, education, discussion, and lunch, provided by ACME Oyster House!! CE Credit Available.
Date: February 27th, 2024
Cost: Free!
Location: American Cancer Society Hope Lodge Volunteer Center
(2609 River Road, New Orleans, LA)
Agenda:
10:30am - Meet & Greet
11:00am - Virtual Webinar
12:00pm - Lunch, provided by ACME Oyster House
1:00pm - Hope Lodge Tours, by request
