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March 2019
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  Finance and Markets
  Estate Planning
  Elder Care Planning
  Employee Benefit / Retirement
  Business Entities
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  Charitable Planning
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Event Date / Time Category
The Medicaid Application Process April, 8 / 9:00 AM - 1:30 PM Elder Care Planning
This program provides a complete walkthrough of the Medicaid application process.


Legal Issues in the Age of Aging April, 25 / 8:30 AM - 4:00 PM Elder Care Planning
This program provides the latest trends in long-term care.


Understanding Social Security Retirement April, 11 / 9:00 AM - 12:30 PM Employee Benefit / Retirement
This program helps practitioners with exploring when and how to claim Social Security benefits for retirement income.


Creative Planning Under Section 199A- Im April, 5 / 3:00 PM - 4:00 PM Multiple Categories
This one-hour webinar offers creative planning techniques for planning with Section 199A.


What Estate Planners Need to Know About April, 4 / 3:00 PM - 4:30 PM Estate Planning
This 90-minute webinar covers all the nuances of Florida estate tax law for planners working with snowbird clients.


Gender Balance = Exponential Growth: How April, 9 / 12:00 PM - 1:00 PM Multiple Categories
Women are quickly becoming the most lucrative market for financial advisors; they control more wealth, are sharing the decision-making process, and are becoming less tolerant of old-school methods of prospecting, selling, and closing. As our environment becomes more gender-balanced so must advisors incorporate more female-friendly strategies to attract and retain more clients of both genders.


Avoiding and Unsnaring Estate and Gift T April, 24 / 3:00 PM - 4:30 PM Estate Planning
In this exclusive LISI Webinar, Bob Keebler and Keith Schiller provide you with their insider’s tips on how to avoid nasty estate and gift tax audit traps.


INVESTING IN QUALIFIED OPPORTUNITY FUNDS April, 18 / 3:00 PM - 4:30 PM Multiple Categories
This exclusive LISI webinar will discuss IRC §1400Z and the new qualified opportunity fund regulations that were just issued.