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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:

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