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October 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
December 2018
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Event Date / Time Category
55th Annual Hawaii Tax Institute November, 5 / No Time Multiple Categories
This annual event provides the latest developments in tax and wealth transfer education.


55th Annual Hawaii Tax Institute November, 6 / No Time Multiple Categories
This annual event provides the latest developments in tax and wealth transfer education.


55th Annual Hawaii Tax Institute November, 7 / No Time Multiple Categories
This annual event provides the latest developments in tax and wealth transfer education.


55th Annual Hawaii Tax Institute November, 8 / No Time Multiple Categories
This annual event provides the latest developments in tax and wealth transfer education.


Estate Law Institute 2018 November, 1 / 8:30 AM - 4:30 PM Estate Planning
This program provides the opportunity to learn from top estate planning professionals and network with colleagues within the estate planning community.


Estate Law Institute 2018 November, 2 / 8:30 AM - 4:30 PM Estate Planning
This program provides the opportunity to learn from top estate planning professionals and network with colleagues within the estate planning community.


55th Annual NAEPC Advance Estate Plannin November, 6 / No Time Estate Planning
This annual conference provides cutting edge estate planning concepts and strategies.


55th Annual NAEPC Advance Estate Plannin November, 7 / No Time Estate Planning
This annual conference provides cutting edge estate planning concepts and strategies.


55th Annual NAEPC Advance Estate Plannin November, 8 / No Time Estate Planning
This annual conference provides cutting edge estate planning concepts and strategies.


55th Annual NAEPC Advance Estate Plannin November, 9 / No Time Estate Planning
This annual conference provides cutting edge estate planning concepts and strategies.


It's Not Ozzie & Harriet: Estate Plannin November, 1 / 3:00 PM - 4:30 PM Multiple Categories
This 90-minute webinar addresses selected topics important for advising today's complex modern family.


Expense Payments: What Should A Trustee November, 9 / 3:00 PM - 4:00 PM Multiple Categories
This one-hour webinar will discuss multiple aspects of the role and responsibilities of the trustee.


Dynamic Planning Strategies for the Well November, 16 / 3:00 PM - 4:00 PM Multiple Categories
This exclusive LISI webinar covers many straightforward and simple strategies that are underutilized, but effective and tested.


Tour of Estate/Charitable Planning Tools November, 29 / 3:00 PM - 4:30 PM Multiple Categories
The purpose of this 90-minute presentation if to provide an overview of the major tools and techniques currently in use in estate planning. It covers 40 tools presently in use.


Elder Law Update November, 13 / No Time Elder Care Planning
This program offers a quick refresher of the most significant developments in elder law planning.


Long-Term Care Planning for Blended and November, 27 / 12:30 PM - 4:00 PM Multiple Categories
This joint family law and elder law course examines various planning techniques for modern families.


Successful Retirement Planning after Tax November, 14 / 1:00 PM - 3:00 PM Employee Benefit / Retirement
Led by an extremely knowledgeable moderator, the expert panel will use a case study format to provide valuable insight into the planning opportunities that emerge from the impact of the new tax legislation on retirement planning. Attendees will leave this program knowing how to: Increase after-tax cash flow during retirement Manage the tax burden of qualified assets during retirement Identify the proper role of guaranteed income in retirement planning Take advantage of long-term capital gains versus ordinary income