Past Event

The ABC's of Estate Planning

American Bankers Association
  • Date & Time
    October 6, 2022 2:00 PM - 3:30 PM
  • Location

    Virtual

  • Event Type
    Online Course
  • Additional Information
    Add to Calendar Disabled
Tom Abendroth will present at the American Bankers Association webinar on October 6, 2022.

Tom and his co-host will review the primary concepts a wealth professional or attorney needs to know to properly advise clients on their estate plan. The webinar will focus on how to talk with clients about planning, the critical issues clients need to address, and how to simplify complex tax issues.

Contacts

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