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Estate Planning Awareness Week

  • 21 Oct 2024
  • 25 Oct 2024
  • 30 sessions
  • 21 Oct 2024, 11:00 AM 12:00 PM (UTC-05:00)
  • 21 Oct 2024, 12:00 PM 1:00 PM (UTC-05:00)
  • 21 Oct 2024, 1:00 PM 2:00 PM (UTC-05:00)
  • 21 Oct 2024, 2:00 PM 3:00 PM (UTC-05:00)
  • 21 Oct 2024, 3:00 PM 4:00 PM (UTC-05:00)
  • 21 Oct 2024, 4:00 PM 5:00 PM (UTC-05:00)
  • 22 Oct 2024, 11:00 AM 12:00 PM (UTC-05:00)
  • 22 Oct 2024, 12:00 PM 1:00 PM (UTC-05:00)
  • 22 Oct 2024, 1:00 PM 2:00 PM (UTC-05:00)
  • 22 Oct 2024, 2:00 PM 3:00 PM (UTC-05:00)
  • 22 Oct 2024, 3:00 PM 4:00 PM (UTC-05:00)
  • 22 Oct 2024, 4:00 PM 5:00 PM (UTC-05:00)
  • 23 Oct 2024, 11:00 AM 12:00 PM (UTC-05:00)
  • 23 Oct 2024, 12:00 PM 1:00 PM (UTC-05:00)
  • 23 Oct 2024, 1:00 PM 2:00 PM (UTC-05:00)
  • 23 Oct 2024, 2:00 PM 3:00 PM (UTC-05:00)
  • 23 Oct 2024, 3:00 PM 4:00 PM (UTC-05:00)
  • 23 Oct 2024, 4:00 PM 5:00 PM (UTC-05:00)
  • 24 Oct 2024, 11:00 AM 12:00 PM (UTC-05:00)
  • 24 Oct 2024, 12:00 PM 1:00 PM (UTC-05:00)
  • 24 Oct 2024, 1:00 PM 2:00 PM (UTC-05:00)
  • 24 Oct 2024, 2:00 PM 3:00 PM (UTC-05:00)
  • 24 Oct 2024, 3:00 PM 4:00 PM (UTC-05:00)
  • 24 Oct 2024, 4:00 PM 5:00 PM (UTC-05:00)
  • 25 Oct 2024, 11:00 AM 12:00 PM (UTC-05:00)
  • 25 Oct 2024, 12:00 PM 1:00 PM (UTC-05:00)
  • 25 Oct 2024, 1:00 PM 2:00 PM (UTC-05:00)
  • 25 Oct 2024, 2:00 PM 3:00 PM (UTC-05:00)
  • 25 Oct 2024, 3:00 PM 4:00 PM (UTC-05:00)
  • 25 Oct 2024, 4:00 PM 5:00 PM (UTC-05:00)
  • Online

Registration


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Virtual Foundational Building Series - Estate Planning Awareness Week


Monday Schedule

Estate Planning for Wealth Retention - 8am PT / 11am ET
Insurance for Legacy Building - 9am PT / 12pm ET
Investing Basics - 10am PT / 1pm ET
Estate Planning and Tax Consideration  - 11am PT / 2pm ET
It Starts with Home Ownership  - 12pm PT / 3pm ET
Succession Planning  - 1pm PT / 4pm ET


Tuesday Schedule

Revocable Trusts for Legacy Building - 8am PT / 11am ET
Retirement Planning with Insurance - 9am PT / 12pm ET
Inheriting Retirement Plans/ SECURE Act - 10am PT / 1pm ET
Trusts and Tax Strategies  - 11am PT / 2pm ET
Real Estate Investments  - 12pm PT / 3pm ET
ESOP/Family Business  - 1pm PT / 4pm ET


Wednesday Schedule

Irrevocable Trusts for Asset Protection - 8am PT / 11am ET
Insurance and Taxes - 9am PT / 12pm ET
Investing in Art and High-End Collectibles - 10am PT / 1pm ET
Retirement Accounts and Estate Planning  - 11am PT / 2pm ET
Real Estate Investment and Development  - 12pm PT / 3pm ET
Mergers and Acquisitions  - 1pm PT / 4pm ET


Thursday Schedule

Charitable Trusts for Community Impact - 8am PT / 11am ET
Insurance and Charitable Giving - 9am PT / 12pm ET
Donor Advised Funds - 10am PT / 1pm ET
Charitable Giving for Tax Benefits  - 11am PT / 2pm ET
Real Estate Donations to Charity  - 12pm PT / 3pm ET
Donating Business Interests  - 1pm PT / 4pm ET


Friday Schedule

Business Succession Planning - 8am PT / 11am ET
Captive Agencies for Wealth Retention - 9am PT / 12pm ET
International Assets - 10am PT / 1pm ET
1099 versus W-2  - 11am PT / 2pm ET
Black Farmers/ Black Family Land Trust  - 12am PT / 3pm ET
Transfers and Taxation  - 1pm PT / 4pm ET

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