Planning for Tomorrow’s World | Estate Planning Symposium
Carson Private Trust & Carson Wealth Present: Planning for Tomorrow's World | Virtual Estate Planning Symposium
Tuesday, September 29th
10 AM - 12 PM CST
This virtual symposium is designed to ignite timely discussions around trust, retirement and charitable planning to prepare you for the future of the estate planning profession.
Keynote speakers include:
Dana Holt, Founder of HOLT Consulting & Jamie Hopkins, Director of Retirement Research at Carson
During this FREE two-hour webinar you will learn about the use of DAFs as a charitable tool, as well as trust and retirement planning after the passing of The SECURE and CARES Acts.
(CE Credit available for NE, IA & CA attorneys, CFPs, and accounting professionals, pending approvals.)
Register here: https://register.gotowebinar.com/register/5928896959770475276