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December 2017
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  Finance and Markets
  Estate Planning
  Elder Care Planning
  Employee Benefit / Retirement
  Business Entities
  Asset Protection Planning
  Charitable Planning
  Multiple Categories
February 2018
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<< Prev January 2018 List of Events Next >>
Event Date / Time Category
Arizona Institute January, 21 / No Time Multiple Categories
This one-of-a-kind educational event provides access to expert faculty & topics that broaden your perspective.


Arizona Institute January, 22 / No Time Multiple Categories
This one-of-a-kind educational event provides access to expert faculty & topics that broaden your perspective.


Arizona Institute January, 23 / No Time Multiple Categories
This one-of-a-kind educational event provides access to expert faculty & topics that broaden your perspective.


Arizona Institute January, 24 / No Time Multiple Categories
This one-of-a-kind educational event provides access to expert faculty & topics that broaden your perspective.


Arizona Institute January, 25 / No Time Multiple Categories
This one-of-a-kind educational event provides access to expert faculty & topics that broaden your perspective.


Understanding Social Security Retirement January, 25 / 12:00 PM - 3:30 PM Employee Benefit / Retirement
This course dispels the myths and focuses on the practical realities of Social Security benefit both for the advisor and the client.


Detailed Look at How the New Rules in Se January, 4 / 3:00 PM - 4:00 PM Multiple Categories
This one-hour webinar will cover details related to how the new Section 199A rules for the deduction for qualified business income of a pass-through entity work.


Planning with an $11,200,000 Per Person January, 5 / 3:00 PM - 4:00 PM Estate Planning
This one-hour webinar will provide sophisticated estate planning techniques for the super wealth, clients with significant wealth and those who are on their way.


Top Ten Estate and Tax Planning Developm January, 10 / 3:00 PM - 4:00 PM Multiple Categories
This one hour webinar will discuss some of the most important tax developments of 2017 in the area of estate planning, included the Tax Cut and Jobs Act.


The Federal Income Tax Treatment of Life January, 12 / 3:00 PM - 4:00 PM Multiple Categories
This webinar will discuss and analyze a variety of federal income taxation issues relating to the ownership of life insurance.


Non-Judicial Settlement Agreements and N January, 17 / 3:00 PM - 4:00 PM Multiple Categories
Irrevocable trusts aren't necessarily irrevocable. This one-hour webinar will discuss two little-known techniques used to change irrevocable trusts.


The Income Tax Is the New Estate Tax January, 26 / 3:00 PM - 4:00 PM Multiple Categories
This one-hour webinar will help attendees develop an understanding of the new estate, gift, and GST tax after the Tax Cuts and Jobs Act.


Tax Landscape in 2018 January, 24 / 12:00 PM - 1:00 PM Multiple Categories
In this one-hour webinar, attendees will learn how to help clients navigate the changing tax landscape; how different income streams can impact clients' effective marginal tax rates; and the impact of retirement plan withdraws or contributions on tax planning.


Liemburg webinar January, 10 / No Time Estate Planning
webinar top 10 developments in EP