AMERICA OUTBOUND SUMMIT (NOVEMBER 2022) – How Wealthy Americans Prepare to Migrate their Wealth Overseas – CLICK HERE FOR PHOTOS FROM EVENT

NYCLA Webinar (October 2022) – What Attorneys & CPA’s Need to Know About Their Own Estate Planning – Click HERE to Watch | Click HERE for the handouts

My-CPE.com Webinar #3 (October 2022) – Best-in-Class Strategies Used to Pay for Long-Term Care Costs – Click HERE to Watch | Click HERE For the Handouts

NYCLA Webinar (August 2022) – Ins & Outs of Traditional and Combo Long-Term Care Insurance – Click HERE to Watch | Click HERE for the Handouts

NCYLA Webinar (May 2022) – How PPLI Can Provide Significant Tax Benefits for the UHNW Client – Click HERE To Watch | Click HERE for the Handouts

My-CPE Webinar #2 (March 2022) – The Little-Known Living Benefits of Life Insurance – Click HERE to Watch | Click HERE for the Handouts

My-CPE Webinar #1 (February 2022) – What the Advisor Needs to Know About Life Insurance – Click Here to Watch | Click HERE For the Handouts