LISI Master Calendar      
Calendar Main
Show Events in these categories: Close Layer
Any   Finance and Markets   Estate Planning   Elder Care Planning   Employee Benefit / Retirement   Business Entities   Asset Protection Planning  
Charitable Planning   Multiple Categories  
December 2020
Su M T W T F Sa
    1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30 31
Category Color Legend
  Finance and Markets
  Estate Planning
  Elder Care Planning
  Employee Benefit / Retirement
  Business Entities
  Asset Protection Planning
  Charitable Planning
  Multiple Categories
February 2021
Su M T W T F Sa
  1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28
Monthly View | Weekly View | List View | Yearly View |     |
    
<< Prev January 2021 List of Events Next >>
Event Date / Time Category
COMPENSATION AND BENEFITS PLANNING FOR NONPROFIT ORGANIZATIONS January, 29 / 1:00 PM - 2:00 PM Employee Benefit / Retirement
Speakers will review planning options responsive to the current trend among nonprofit organizations to add performance characteristics to compensation arrangements that align the interests of executives and key professionals with the organization’s strategic and business goals.


ESG Investing: History, Approaches, and Integration January, 28 / 1:00 PM - 2:00 PM Multiple Categories
This presentation will offer an overview of environmental, social, and governance (ESG) investing, including its evolution from a values-based investment philosophy to a data-centric investment process. In addition, there will be a comparison of the three primary approaches to ESG investing: socially responsible investing (SRI), impact investing, and ESG integration. Finally, with a focus on ESG integration, Aaron will discuss the three pillars of ESG: environmental, social, and governance, and how an investor may consider each when making investment decisions.


The Four Pillars of the New Retirement January, 26 / 12:00 PM - 1:00 PM Employee Benefit / Retirement
This one-hour webinar will present a wide-range of insightful and surprising discoveries from the recently completed Edward Jones and Age Wave study involving 9,000 respondents from 5 generations across the U.S. and Canada.


An Authentic Investment Philosophy Speaks Volumes and Gets More Clients Faster January, 22 / 12:00 PM - 1:00 PM Finance and Markets
Attendees will learn a totally new approach to presenting their investment philosophy and strategy in a way that is clear, compelling, totally authentic and generates trust.


Georgia Senate Election Results – Deep Dive PART 2 of 2 - Estate Planning to do January, 19 / 3:00 PM - 5:00 PM Estate Planning
The webinar will cover likely estate tax changes including a reduction in the exemptions (possibly to $5 million or $3.5 million or even less), a limit on the aggregate benefit of the annual exclusion gifts, a modest increase in rates, GRAT and grantor trust restrictions, and perhaps of greatest consequence the elimination of the tax free step up in basis.


Georgia Senate Election Results – Deep Dive PART 1 of 2 - Income Tax Planning January, 19 / 1:00 PM - 2:30 PM Multiple Categories
The “Blue Wave” along with the fiscal stimulus from Congress both will have tremendous implications for your clients given the likelihood for significant income tax changes directed towards wealthy Americans. We have received a number of requests from the people that took the Georgia Senate Results class to do a deep dive into the Income Tax Planning in 2021. This class will focus on the income tax planning side of the Georgia Senate Election results.


Charitable Trusts 2021 January, 26 / No Time Charitable Planning
This program will cover what has become a standard drafting mistake that practically every attorney makes when providing for charity in their clients’ wills and trusts.


Captive Insurance Companies in 2021 and Beyond: What 2020 Taught Us January, 21 / 1:00 PM - 2:30 PM Multiple Categories
This exclusive LISI Webinar will review the state of the captive marketplace and what advisors can expect in 2021 and beyond. In today’s punishing P&C marketplace, captives now can be the optimal choice for clients seeking comprehensive coverage, increased limits and the potential for significant reduction in cost for the insurance they need and want. Innovative captive management companies have introduced a variety of new programs, with the potential for enhanced terms and cost-effective solutions perfectly suited to complement both traditional designs and 831(b) election, if desired