Thought Leader Series: Estate Planning Strategies for the 11th Hour

Presented by Carl R. Waldman, JD and Lewis W. Dymond, Jr., JD, this Thought Leader Series webinar will cover the following topics:

• Why taxes are a major topic in the news with the return of Congress for the post-election session.
• How to increase awareness and interest with existing and potential clients.
• How to deal with uncertainty
• How to establish yourself as the expert with the answers to questions being raised by others.
• Unique circumstances that exist which can create an urgency to at least review current planning before year end.


Complete the form to get your free guide

Related Resources (webinars)

Get the Premier Magazine for Industry Thought Leaders