Videos For Advisors

The Advisors' Forum 5/27/20 -- Advanced Estate Planning Topics for Advisors Presented by Nicole Livingston

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 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