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January 2018
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  Finance and Markets
  Estate Planning
  Elder Care Planning
  Employee Benefit / Retirement
  Business Entities
  Asset Protection Planning
  Charitable Planning
  Multiple Categories
March 2018
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Event Date / Time Category
He Died with Guns in HIs Closet: Firearm February, 28 / 9:00 AM - 12:30 PM Estate Planning
This course provides information on making appropriate estate planning provisions for the executor or trustee to use estate assets to investigate the laws that impact the transfer of firearms.


Marty Shenkman's Review of the Sessions February, 2 / 2:00 PM - 4:00 PM Estate Planning
If you can't make it to Heckerling this year, Marty Shenkman will provide you with his commentary on all the proceedings.


Cybersecurity for the Financial Advisor: February, 21 / 1:00 PM - 2:30 PM Multiple Categories
This program will give attendees an understanding of the risks of cybercrime for their practices; common attack methods and how to combat them; plus affordable, practical techniques to protect their businesses.


Florida Tax Institute February, 28 / No Time Multiple Categories
This three-day conference provides continuing education from experienced tax professionals and professors. Topics include recent developments in federal income tax, tax consequences of trustee selection and life insurance in estate planning.


Marty Shenkman's Notes from Heckerling I February, 8 / 3:00 PM - 4:30 PM Multiple Categories
In this exclusive LISI webinar, Marty Shenkman will review all of the proceedings for the 2018 Heckerling Institute on Estate Planning.


Six Essential Ingredients to Life Insura February, 9 / 3:00 PM - 4:30 PM Multiple Categories
This 90-minute webinar will show how to apply to life insurance the same universal decision-making framework already widely-accepted in the financial services business.


Exploiting the 2017 Tax Act: Creative Ne February, 26 / 3:00 PM - 4:00 PM Multiple Categories
This one-hour webinar will help planners maximize the new tax rules for the benefit of their clients.


Delaware Trusts: What Advisors Need to K February, 16 / 3:00 PM - 4:00 PM Multiple Categories
This presentation will provide advisors with an overview of Delaware trust planning, and is designed to help them help clients see the opportunities available through the use of a Delaware trust.


Materimonial Planning after the TCJA of February, 21 / 3:00 PM - 4:00 PM Multiple Categories
This one-hour webinar will discuss the serious transformation on matrimonial planning triggered by the TCJA, including prenuptial and postnuptial agreements and divorce agreements.


The Federal Income Tax Treatment of Life February, 23 / 2:30 PM - 4:00 PM Multiple Categories
This webinar will discuss and analyze a variety of federal income tax rules relating to the ownership of and transactions involving life insurance.