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Event Date / Time Category
Three-Part International Estate Planning Series, Part 2 October, 9 / 3:00 PM - 4:30 PM Estate Planning
Planning for foreign persons with U.S. property, for U.S. and foreign persons with noncitizen spouses, as well as for the use of foreign trusts, differs greatly from most domestic estate planning concepts that advisors are comfortable with. Mark Merric’s exclusive 3-part LISI Webinar series will help you sharpen your international estate planning skills, help you learn how to quickly identify the issues, and allow you to develop new and modify existing estate plan designs for foreign clients as well as those that have non-citizen spouses.


Three-Part International Estate Planning Series, Part 3 October, 23 / 3:00 PM - 4:30 PM Estate Planning
Planning for foreign persons with U.S. property, for U.S. and foreign persons with noncitizen spouses, as well as for the use of foreign trusts, differs greatly from most domestic estate planning concepts that advisors are comfortable with. Mark Merric’s exclusive 3-part LISI Webinar series will help you sharpen your international estate planning skills, help you learn how to quickly identify the issues, and allow you to develop new and modify existing estate plan designs for foreign clients as well as those that have non-citizen spouses.


2020 Delaware Trust Conference October, 19 / 9:00 AM - 6:00 PM Multiple Categories
The 2020 Delaware Trust Conference is going high tech for the 15th Annual Edition of the popular event. Using the most advanced technology available, The Delaware Bankers Association will deliver a rewarding virtual conference experience for all attendees.


Timing a Social Security Claiming Decision in the Face of Potential Benefit Cuts October, 6 / 12:00 PM - 1:00 PM Employee Benefit / Retirement
In this one-hour webinar, attendees will learn why Social Security will continue to be an important income stream; how to alleviate client concerns; and how claiming early can leave a lasting negative impact for many of your clients.


Just Ask: How to Start a Long-Term Care Conversation October, 14 / No Time Multiple Categories
This webinar will help advisors frame the conversation about long-term care and will include a discussion of insurance options.


2020 Delaware Trust Conference October, 20 / 9:00 AM - 6:00 PM Multiple Categories
The 2020 Delaware Trust Conference is going high tech for the 15th Annual Edition of the popular event. Using the most advanced technology available, The Delaware Bankers Association will deliver a rewarding virtual conference experience for all attendees.


Pitfalls for Employers to Avoid when Reopening or Returning Workers to the Offic October, 8 / 3:00 PM - 4:30 PM Multiple Categories
In their exclusive LISI Webinar, Colleen Flynn and ALan Gassman will review: (a) the emerging guidance for employers on COVID-19, (b) how employers can avoid retaliation claims when returning employees to the office during the pandemic, (c) some of the Revised Rule issued by the DOL effective September 16, 2020 which revises a portion of the Temporary Rule announced April 1, 2020, (d) emerging guidance from the DOL on leave laws, and (e) some of the emerging/changing information from the CDC and OSHA.


Understanding Life Insurance and Rethinking Policy Management and Evaluation: Ex October, 16 / 3:00 PM - 4:30 PM Estate Planning
In his exclusive LISI Webinar, Gary L. Flotron will explore this question as well as the risks in life insurance policies and provide a process for managing the life insurance policy risk, as well as the proper "dispute defensible" creditable evaluation of non-guaranteed life insurance policies, which accounts for policy return volatility and places a statistical confidence of probability on policy results.


Understanding S Corporations: From Cradle to Grave, Part 1 October, 2 / 3:00 PM - 4:30 PM Business Entities
This two-part program will discuss all aspects of S corporations from starting and owning it, to properly operating it, and ultimating passing it on the heirs or purchasers.


NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look October, 2 / 1:00 PM - 2:30 PM Multiple Categories
Whether it’s called CARES 2, HEROS, or HEALs Congress is posed to strike a deal releasing trillions of dollars of economic relief into the economy next week. Negotiations are ongoing, however it appears the legislation will include another round of forgivable PPP loans for the most-impacted businesses and tax credits to encourage businesses to safely retain and rehire employees. Understanding these provisions as soon as possible will demonstrate your value to clients by helping them quickly capture much-needed relief dollars.


The Power of Cash Flow Planning October, 26 / 3:00 PM - 4:00 PM Multiple Categories
Learn how to help your clients find more money for their short- and long-term financial goals. Help them create Spending Plans, to achieve the balance between building a stronger financial foundation and enjoying the journey.


CHANGING A CLIENT’S SPENDING HABITS FOR FINANCIAL PLANNING SUCCESS October, 5 / 3:00 PM - 4:00 PM Multiple Categories
You’ve crafted a financial plan for your clients, but they haven’t been able to fully fund it, or they’ve been pulling from their assets, jeopardizing the plan. This presentation will give you the tactical advice to enable your clients to create those solid day-to-day money habits to execute every stage of your financial plan.