TE_NAECP_Webinar

Teaming for Success in Three Legacy Planning Business Models

Tuesday, October 31, 2017 | 2:00pm ET / 11:00am PT

Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast.

Presenter:
Philip B. Cubeta
The AmericanCollege of FinancialServices

Presenter:
Thomas C. Rogerson
Wilmington Trust

Presenter:
Martin M.Shenkman
Martin M.Shenkman, P.C.

Moderator:
Charles V.Douglas
Cedar Rowe Partners

• Would you agree that traditional transfer tax planning is a discipline under threat?
• Do you feel that legacy planning (integrated wealth management across generations) may be a promising alternative?
• Would you like to learn more?

In this practical webinar you will learn why teaming is essential for multi-generational legacy planning, and how teaming plays out in three business models: Family Office, Private Bank, and Best of Breed Teams of Independents.

Join panelists Phil Cubeta, Tom Rogerson, and Marty Shenkman, with moderator, Charlie Douglas, to learn how to position your practice for success in this rapidly changing legacy planning landscape.

CE Credits have been applied for and are pending approval.

Not able to attend? Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

 

 

 

 

TAGS: Resources