Advisor Webinars
Advisor Webinars offer 1.0 hour of CPE credit with pre-registration
Advisor Webinar Featuring Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished)
July 17: Life Insurance Planning Opportunities After the Tax Cuts and Jobs Act
Time: 2:00PM – 3:00PM CST
Register Early: Advisor may view at their desk
Mr. Keebler is a partner with Keebler & Associates, LLP, in Green Bay, WI, and a nationally recognized speaker on tax laws and regulations and how they can impact estate and business planning, helping professional advisors better serve their clients.
2019 Advisor Symposium: Issues of Interest to Advisors Today
Date: November 6
Time: 1:00PM – 5:00PM Eastern
Location: Little Rock Club, 4th and Capitol, 30th Floor, Regions Bank
- Parking Complimentary
- Buffet Lunch included at 11:30AM
The Advisor Symposium is a four-hour continuing education event that offers CPE, CLE, ICE, CFP, and PACE/Professional Recertification credit with pre-registration (credit hours vary by state).
Advisor Webinar Featuring Patricia M. Annino, JD
Nov. 13: Planning Issues and Challenges to Bridge the Generational Divide
Time: 2:00PM – 3:00PM
Register Early: Advisor may view at their desk
Patricia M. Annino is a partner in Rimon’s Trust and Estates Group. A nationally recognized authority on estate planning and taxation, Ms. Annino has more than 30 years of experience serving the diverse needs of families, individuals, and owners of closely held businesses.
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