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Estate Planning Awareness Week

  • 21 Oct 2024
  • 25 Oct 2024
  • 30 sessions
  • 21 Oct 2024, 11:00 AM 12:00 PM (UTC-05:00)
  • 21 Oct 2024, 12:00 PM 1:00 PM (UTC-05:00)
  • 21 Oct 2024, 1:00 PM 2:00 PM (UTC-05:00)
  • 21 Oct 2024, 2:00 PM 3:00 PM (UTC-05:00)
  • 21 Oct 2024, 3:00 PM 4:00 PM (UTC-05:00)
  • 21 Oct 2024, 4:00 PM 5:00 PM (UTC-05:00)
  • 22 Oct 2024, 11:00 AM 12:00 PM (UTC-05:00)
  • 22 Oct 2024, 12:00 PM 1:00 PM (UTC-05:00)
  • 22 Oct 2024, 1:00 PM 2:00 PM (UTC-05:00)
  • 22 Oct 2024, 2:00 PM 3:00 PM (UTC-05:00)
  • 22 Oct 2024, 3:00 PM 4:00 PM (UTC-05:00)
  • 22 Oct 2024, 4:00 PM 5:00 PM (UTC-05:00)
  • 23 Oct 2024, 11:00 AM 12:00 PM (UTC-05:00)
  • 23 Oct 2024, 12:00 PM 1:00 PM (UTC-05:00)
  • 23 Oct 2024, 1:00 PM 2:00 PM (UTC-05:00)
  • 23 Oct 2024, 2:00 PM 3:00 PM (UTC-05:00)
  • 23 Oct 2024, 3:00 PM 4:00 PM (UTC-05:00)
  • 23 Oct 2024, 4:00 PM 5:00 PM (UTC-05:00)
  • 24 Oct 2024, 11:00 AM 12:00 PM (UTC-05:00)
  • 24 Oct 2024, 12:00 PM 1:00 PM (UTC-05:00)
  • 24 Oct 2024, 1:00 PM 2:00 PM (UTC-05:00)
  • 24 Oct 2024, 2:00 PM 3:00 PM (UTC-05:00)
  • 24 Oct 2024, 3:00 PM 4:00 PM (UTC-05:00)
  • 24 Oct 2024, 4:00 PM 5:00 PM (UTC-05:00)
  • 25 Oct 2024, 11:00 AM 12:00 PM (UTC-05:00)
  • 25 Oct 2024, 12:00 PM 1:00 PM (UTC-05:00)
  • 25 Oct 2024, 1:00 PM 2:00 PM (UTC-05:00)
  • 25 Oct 2024, 2:00 PM 3:00 PM (UTC-05:00)
  • 25 Oct 2024, 3:00 PM 4:00 PM (UTC-05:00)
  • 25 Oct 2024, 4:00 PM 5:00 PM (UTC-05:00)
  • Online

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Virtual Foundational Building Series - Estate Planning Awareness Week

MEET THE SPEAKERS



Monday Schedule

Estate Planning for Wealth Retention - 8am PT / 11am ET
Insurance for Legacy Building - 9am PT / 12pm ET
Investing Basics - 10am PT / 1pm ET
Introduction to Estate Planning and Tax Considerations  - 11am PT / 2pm ET
Starts with Home Ownership and Retention  - 12pm PT / 3pm ET
Succession Planning  - 1pm PT / 4pm ET



Tuesday Schedule

Revocable Trusts for Legacy Planning - 8am PT / 11am ET
Captive Agencies for Wealth Retention - 9am PT / 12pm ET
Retirement Planning/Secure Act - 10am PT / 1pm ET
Trusts and Tax Strategies  - 11am PT / 2pm ET
Real Estate Investments  - 12pm PT / 3pm ET
ESOP/Family Business  - 1pm PT / 4pm ET



Wednesday Schedule

Irrevocable Trusts for Asset Protection - 8am PT / 11am ET
Insurance and Taxes - 9am PT / 12pm ET
Investing in Art and High-End Collectibles - 10am PT / 1pm ET
Retirement Accounts and Estate Planning  - 11am PT / 2pm ET
Real Estate Investment and Tax Planning  - 12pm PT / 3pm ET
Mergers and Acquisitions  - 1pm PT / 4pm ET



Thursday Schedule

Charitable Trusts for Community Impact - 8am PT / 11am ET
Using Insurance for Charitable Giving - 9am PT / 12pm ET
Donor Advised Funds - 10am PT / 1pm ET
Charitable Giving and Tax Benefits  - 11am PT / 2pm ET
Benefits of Charitable Giving in Reducing Estate Taxes  - 12pm PT / 3pm ET
Donating Business Interest to Charity  - 1pm PT / 4pm ET



Friday Schedule

Business Succession Planning - 8am PT / 11am ET
Retirement Planning with Insurance - 9am PT / 12pm ET
International Asset Planning - 10am PT / 1pm ET
Taxing the team 1099 verus w-2  - 11am PT / 2pm ET
Heirs Property  - 12am PT / 3pm ET
Transfers and Taxation  - 1pm PT / 4pm ET

MEET THE SPEAKERS

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