Teaming for Success in Three Legacy Planning Business Models

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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.