Videos For Advisors

The October 11, 2017 Advisors' Forum

The 7/12/2018 Advisors' Forum -- Planning for Veterans Benefits

The 7/10/20 Advisors’ Forum -- Supported Decision Making – New/Old Voices in the Market Place - What Advisors Need to Know, with Steve Elville”

The 8/5/2020 Advisors' Forum --Supported Decision Making – New/Old Voices in the Market Place - What Advisors Need to Know

The 9/18/20 Advisors' Forum - The Mechanics of Asset Alignment, and Document Execution in the Age of COVID-19 with Steve Elville and Nicole Livingston

The 11/11/20 Advisors’ Forum – Estate Planning for the 2020 Election – What Advisors Need to Know, with Chuck Borek

The 5-12-21 Advisors' Forum--The Looming Biden-Era Tax Changes, the For the 99.5% Act, and More

The 8-26-21 Advisors' Forum - 20-Month SECURE Act Update, Etc.

The 9/21/21 Advisors' Forum -- Asset Alignment in Estate Planning, & Document Execution in the Age of COVID-19

The 1/31/22 Advisors' Forum -- Understanding the Uses and Purposes of Irrevocable Trusts