NAEPC Webinar: Technology in Your Estate Planning Practice
Date: Thursday, August 29, 2019
Time: 8:00am - 9:30am
Location: Warner, Norcross & Judd, 111 Lyon St NW Ste 900, Grand Rapids, MI 49503
Speaker: Martin M. Shenkman CPA, MBA, JD, PFS, AEP® (Distinguished)
This program will explore a wide range of practical considerations of how practitioners can use technology to better serve clients, protect themselves from malpractice claims, market, be more cost efficient, and much more. Specific practical practice examples will be given, not merely theoretical discussions.
Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished) is an attorney and estate planner in Fort Lee, NJ and New York City. His practice concentrates on planning for high net worth individuals. He is the author of 43 books and more than 1,200 articles. He is a member of the NAEPC Board of Directors (Emeritus).
Certificates of Completion will be provided at the event.
Refreshments: 8:00 am
Webinar: 8:30 - 9:30 pm
Click on the link below to register.
Please contact Jeanna Post at firstname.lastname@example.org with questions.
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