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
The 5-25-22 Advisors' Forum: New SECURE Act Regulations and New SDM Law