SESSION 1
2:00-2:30 PM ET – Leveraging Technology in Estate Planning
This webinar will explore how innovative platforms can streamline complex estate planning processes, enhance collaboration, and improve client satisfaction. Discover how to leverage digital tools for more efficient document management, real-time updates, and personalized client experiences—ultimately helping you deliver greater value while simplifying the estate planning journey for your clients.
Sponsored by
Davis Janowski - Moderator
Technology Editor
WealthManagement.com
Ian Finnerty, CFP
Job Title
FP Alpha
SESSION 2
2:30-3:00 PM ET – Navigating Trust Planning in a Shifting Tax & Legislative Landscape
Stay ahead of shifting tax laws with advanced trust planning strategies. Learn how to structure trusts that preserve wealth and remain compliant in an evolving regulatory landscape.
Sponsored by
Susan Lipp - Moderator
Editor in Chief
Trusts & Estates
David Haughton, JD, CPWA
Senior Corporate Counsel
Wealth.com
SESSION 3
3:00-3:30 PM ET – Charitable Giving Strategies Post-Inauguration
As the political landscape shifts, so do opportunities for strategic charitable giving. This session is designed for financial advisors looking to help clients maximize tax benefits while aligning their philanthropic goals with personal values. Explore the latest tax implications, effective giving strategies, and how to incorporate charitable planning into holistic wealth management—empowering you to guide clients in making impactful contributions while optimizing their financial outcomes.
Sponsored by
Anna Sulkin - Moderator
Associate Legal Editor
Trusts & Estates
Michael D. Whitty
Partner
Smith, Gambrell & Russell, LLP
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
