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Estate Planning Awareness Week 2025

  • 20 Oct 2025
  • 24 Oct 2025
  • 30 sessions
  • 20 Oct 2025, 11:00 AM 12:00 PM (EDT)
  • 20 Oct 2025, 12:00 PM 1:00 PM (EDT)
  • 20 Oct 2025, 1:00 PM 2:00 PM (EDT)
  • 20 Oct 2025, 2:00 PM 3:00 PM (EDT)
  • 20 Oct 2025, 3:00 PM 4:00 PM (EDT)
  • 20 Oct 2025, 4:00 PM 5:00 PM (EDT)
  • 21 Oct 2025, 11:00 AM 12:00 PM (EDT)
  • 21 Oct 2025, 12:00 PM 1:00 PM (EDT)
  • 21 Oct 2025, 1:00 PM 2:00 PM (EDT)
  • 21 Oct 2025, 2:00 PM 3:00 PM (EDT)
  • 21 Oct 2025, 3:00 PM 4:00 PM (EDT)
  • 21 Oct 2025, 4:00 PM 5:00 PM (EDT)
  • 22 Oct 2025, 11:00 AM 12:00 PM (EDT)
  • 22 Oct 2025, 12:00 PM 1:00 PM (EDT)
  • 22 Oct 2025, 1:00 PM 2:00 PM (EDT)
  • 22 Oct 2025, 2:00 PM 3:00 PM (EDT)
  • 22 Oct 2025, 3:00 PM 4:00 PM (EDT)
  • 22 Oct 2025, 4:00 PM 5:00 PM (EDT)
  • 23 Oct 2025, 11:00 AM 12:00 PM (EDT)
  • 23 Oct 2025, 12:00 PM 1:00 PM (EDT)
  • 23 Oct 2025, 1:00 PM 2:00 PM (EDT)
  • 23 Oct 2025, 2:00 PM 3:00 PM (EDT)
  • 23 Oct 2025, 3:00 PM 4:00 PM (EDT)
  • 23 Oct 2025, 4:00 PM 5:00 PM (EDT)
  • 24 Oct 2025, 11:00 AM 12:00 PM (EDT)
  • 24 Oct 2025, 12:00 PM 1:00 PM (EDT)
  • 24 Oct 2025, 1:00 PM 2:00 PM (EDT)
  • 24 Oct 2025, 2:00 PM 3:00 PM (EDT)
  • 24 Oct 2025, 3:00 PM 4:00 PM (EDT)
  • 24 Oct 2025, 4:00 PM 5:00 PM (EDT)
  • Online

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Virtual Knowledge Building Series - Estate Planning Awareness Week

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
Estate Planning and Tax Considerations  - 11am PT / 2pm ET
Starts with Home Ownership and Retention  - 12pm PT / 3pm ET
Mergers and Acquisitions  - 1pm PT / 4pm ET

Tuesday Schedule

Revocable Trusts for Legacy Planning - 8am PT / 11am ET
Retirement Planning with Insurance  - 9am PT / 12pm ET
Inheriting Retirement Plans/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
One, Big, Beautiful Bill Act - 1pm PT / 4pm ET

Thursday Schedule

Business Succession Planning - 8am PT / 11am ET
Insurance and Charitable Giving - 9am PT / 12pm ET
Donor Advised Funds - 10am PT / 1pm ET
Charitable Giving and Tax Benefits  - 11am PT / 2pm ET
Real Estate Donations to Charity  - 12pm PT / 3pm ET
Business Entities for Multigenerational Wealth Building- 1pm PT / 4pm ET

Friday Schedule

Charitable Trusts for Community Impact - 8am PT / 11am ET
Captive Agencies for Wealth Retention - 9am PT / 12pm ET
International Assets - 10am PT / 1pm ET
1099 verus w-2  - 11am PT / 2pm ET
Heirs Property / Black Farm Land - 12am PT / 3pm ET
Transfers and Taxation  - 1pm PT / 4pm ET

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