News & Analysis as of

Webinars Financial Planning

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Preparing and Protecting Your Estate Plan for Rising Interest Rates - November 30th, 12:00 pm - 1:00 pm ET

From 2010 to 2021, interest rates remained at historically low levels, and as a result, many estate plans were designed to work best in such environments. However, with the rise in interest rates, it is crucial to consider...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Preparing for Divorce—Tips for Organizing Your Finances and Investments - November 8th, 5:00 pm - 6:00 pm ET

When contemplating divorce, the multitude of financial factors can be overwhelming and confusing. To help individuals navigate this emotional and exhausting process, Carolyn Daly, chair of our Family Law Group, and John-Paul...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Surviving Your Divorce: Navigating Housing and Financial Decisions With Confidence - October 25th, 12:00 pm - 1:00 pm ET

Divorce can be a challenging journey, both emotionally and financially. It requires complex decisions to be made at every stage, especially regarding housing and related financial matters. In an upcoming webinar, Carolyn...more

Nelson Mullins Riley & Scarborough LLP

[Webinar] FinTech University: Wealth Preservation Planning Strategies - November 15th, 2:00 pm - 3:00 pm EDT

Join us for the next edition of FinTech University as we focus on wealth preservation. Experienced Nelson Mullins attorney Jonathan Gopman, along with David Warren at Bridgeford Trust Company, and Mark Sims at Captive...more

Chambliss, Bahner & Stophel, P.C.

[Webinar] Estate Planning Hot Topics: Self-Care for Caregivers, and Financial Planning for Aging Parents and Their Adult Children...

Dana Perry and Greg Willett of Chambliss will host two special guest panelists — Zach Hurst with The Trust Company and Tracy Wood with Alleo Health. We will cover topics such as self-care for caregivers, why it is important...more

Williams Mullen

[Webinar] Winter Tax Forum - January 26th, 11:00 am - 12:00 pm EDT

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Please join us for the Winter Tax Forum virtually on Wednesday, January 26. Register here to join Farhad Aghdami and Anna Derewenda as they deliver recent tax and wealth planning updates. The two will specifically touch on: ...more

UB Greensfelder LLP

[Webinar] High Stakes Guardianships: Best Practices for Corporate Fiduciaries - October 12th, 2:00 pm - 3:00 pm EDT

UB Greensfelder LLP on

Join Ulmer attorneys Daniela Paez and John R. Harrison as they host a complimentary webinar on high stakes guardianships and best practices for corporate fiduciaries. During the interactive presentation, Daniela and John will...more

Williams Mullen

[Webinar] Fall 2021 Tax Forum - September 28th, 9:00 am - 10:00 am EDT

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Please join us for the Fall Tax Forum virtually on Tuesday, September 28. Register to join Farhad Aghdami, Conrad Garcia and Adam Farnsworth for recent updates in tax and wealth planning including a discussion on the use of...more

American Conference Institute (ACI)

[Virtual Conference] DCAA & DCMA Cost, Pricing, Compliance & Audits - June 8th - 9th, 9:00 am - 4:45 pm EST

ACI’s 12th Advanced Forum on DCAA & DCMA Cost, Pricing, Compliance & Audits will take place on June 8 – 9th in a virtual format. This is a leading event for defense, aerospace and other government contractors, and industry...more

Williams Mullen

[Webinar] 12th Annual Fiduciary Focus - February 26th, 9:00 am - 12:00 pm ET

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We invite you to attend our 12th Annual Fiduciary Focus program on Friday, February 26 – this year from the comfort of your desk. Our team will provide timely updates on wealth planning, including navigating potential changes...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Everything You Need to Know About Beneficiary Designations - October 22nd, 12:00 pm - 12:30 pm ET

An often overlooked but important aspect of estate planning is the designation of beneficiaries—both primary and contingent—on life insurance policies and retirement accounts. In this webinar, Whitney O’Reilly, a seasoned...more

Robins Kaplan LLP

[Webinar] Ripped from the Case Law - October 13th, 1:00 pm - 2:00 pm CT

Robins Kaplan LLP on

Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Robins Kaplan LLP

[Webinar] Representations of Wealth Planning and Conflict in Film and Literature: What Can We Learn from Such Depictions? -...

Robins Kaplan LLP on

Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Gerald Nowotny - Law Office of Gerald R....

[Webinar] En mi Viejo San Juan - Puerto Rican Tax Incentives - October 6th, 2:00 pm - 3:00 pm EST

What we'll cover: - What is Act 22? - What is Act 20? - Requirements for U.S. Taxpayer - Planning Examples...more

Robins Kaplan LLP

[Webinar] Panel: The Influence of News and Other Media on Client Expectations - October 1st, 1:00 pm - 2:00 pm CT

Robins Kaplan LLP on

Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Gerald Nowotny - Law Office of Gerald R....

[Webinar] If It's Monday, It Must Be Malta - Malta Pension Plans - September 29th, 2:00 pm - 3:00 pm EST

- Overview of Malta Pension Plans - Tax Treatment of Malta Pension Plans - Planning examples using Malta...more

Farella Braun + Martel LLP

[Webinar] Estate Planning During Uncertain Times - September 22nd, 9:00 am - 10:00 am PT

Estate planning for vineyard and winery owners has come to the forefront during this unpredictable pandemic and in light of the upcoming general election. There may be things out of your control, but your estate plan isn’t...more

McDermott Will & Emery

[Webinar] Cutting Through The Chaos: Off the Beaten Path: 6 Not-So-Obvious Planning Ideas - September 2nd, 1:00 pm - 2:00 pm EDT

Join McDermott presenters Timothy Halleron, Richard Lang and Carlyn McCaffrey as they describe six not-so-obvious planning ideas. In certain situations these creative planning techniques may be more effective than the usual...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] The Dos and Don’ts of Power of Attorneys and Living Wills - July 22nd, 12:00 pm - 1:00 pm ET

Whether you have been named power of attorney or have named someone to act as yours, it is crucial to understand the legal obligations and restrictions of power of attorney and living wills. In this webinar, Whitney O’Reilly...more

Association of Certified E-Discovery...

[Webinar] ACEDS DC Chapter Meeting: Managing Finances During a Pandemic - June 23rd, 1:00 pm - 2:00 pm ET

Join the ACEDS DC Chapter for "Managing Finances During a Pandemic." Topics to Cover: - Overall market update during the pandemic - How to position your portfolio to better weather the storm - If in job transition,...more

Association of Certified E-Discovery...

[Webinar] ACEDS DC Chapter Meeting: Managing Finances During a Pandemic - May 28th, 12:00 pm ET

Join the ACEDS DC Chapter for "Managing Finances During a Pandemic." Topics to Cover: - Overall market update during the pandemic - How to position your portfolio to better weather the storm - If in job transition,...more

Farella Braun + Martel LLP

[Webinar] Crushing Impact of Coronavirus on Wine Businesses and Lenders - June 3rd, 10:00 am - 11:00 am PT

The COVID-19 pandemic will impact different wine businesses in a variety of ways and at some point, many will be unable to service their debts to lenders while meeting payroll and other obligations. Although grapes will...more

Bricker Graydon LLP

[Webinar] Managing Financial Issues Created by COVID-19 – Cash Flow Borrowing and Other Tools - May 20th, 12:00 pm - 1:00 pm EST

Bricker Graydon LLP on

With state budget cuts and looming property and income tax collection concerns, school districts need to check their financial tool box and be prepared to evaluate options quickly. Join several Bricker attorneys for a...more

Williams Mullen

[Webinar] Cryptocurrency and Blockchain Technology: What Financial Advisors Need to Know - May 28th, 11:00 am ET

Williams Mullen on

Are you ready for the world of cryptocurrency? It is increasingly becoming an important—but complex—wealth transfer topic in estate planning. In order to properly advise clients and manage their portfolios, accountants and...more

McDermott Will & Emery

[Webinar] ESOP Focus: Deliberate Decision-Making | Going Concerns And Future Planning - May 7th, 2:00 pm - 3:00 pm ET

McDermott Will & Emery on

The decisions you make in response to the global pandemic will have lasting impacts on your business and your workforce. Join members of our ESOP team each Thursday for this webinar series designed to help you navigate and...more

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