Our teleconference series is a live monthly discussion on Wealth Management and Estate Planning topics. 

Each call is held monthly on a Tuesday from 1:00 pm - 2:30 pm Eastern Time.  Topics are chosen through client interest, feedback, and leading industry trends.  Time is reserved at the beginning of each call for the most current legislative changes impacting the audience and their clients. 

The industry's foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials.

2024

• May 21, 2024 | Marital Agreements from A to Z
• June 18, 2024 | Ethics Issues in a Contemporary Estate Planning Process
• July 23, 2024 | Nuts and Bolts of Trust Terminations
• August 20, 2024 | Addressing the Estate Planning Needs of Modern-Day Clients
• September 17, 2024 | Multi-Faceted Conflicts Among Trust Beneficiaries, Trustees, the IRS and the Courts
• October 22, 2024 | Durable Powers of Attorney - An Essential Estate Planning Component 
• November 12, 2024 | Repair or Replace? The Deficient Trustee 
• December 10, 2024 | Application of Legal Ethics Rules When There's No Attorney-Client Relationship

Past recordings are available for purchase, please call 706.353.3346.

• January 23, 2024 | Spousal Lifetime Access Trusts - A Fleeting Opportunity
• February 20, 2024 | State Income Tax Issues with Trusts
• March 19, 2024 | Deep Dive into Disclaimers
• April 23, 2024 | Shelter from the Storm - Anticipating and Avoiding Breach of Fiduciary Duty Claims

All pricing options include full color, reproducible materials, an attendance sheet, a Certificate of Attendance for all approved states and designations, and an online CE site for documenting attendees.

• Month to Month - Pay $345 per month, per site
• 6 Month Bundle - Prepay $330 per month, per site
• 12 Month Bundle - Pay for entire series at one time, $315 per month, per site
• Multi-Site/Multi-Month Program - Volume pricing available, contact Alison McCormick