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UID:20210402T1902Z-1617390170.4786-EO-10578-1@198.46.93.14
STATUS:CONFIRMED
DTSTAMP:20260415T164311Z
CREATED:20210402T182605Z
LAST-MODIFIED:20250217T182936Z
DTSTART;TZID=America/New_York:20210420T163000
DTEND;TZID=America/New_York:20210420T173000
SUMMARY: Live Webinar: Estate Planning and Wealth Transfer Strategies in To
 day’s Environment
DESCRIPTION: Join us for our next Financial Intelligence webinar which will
  explore the importance of estate planning and key issues and strategies to
  consider in today’s environment. Key Topics: Estate planning’s role in you
 r financial plan\; wealth transfer\, liquidity and investments How potentia
 l estate and gift tax law changes […]
X-ALT-DESC;FMTTYPE=text/html: <p>Join us for our next Financial Intelligenc
 e webinar which will explore the importance of estate planning and key issu
 es and strategies to consider in today's environment.</p><p><strong>Key Top
 ics:</strong></p><ul style="list-style-type: disc\;"><li>Estate planning's 
 role in your financial plan\; wealth transfer\, liquidity and investments</
 li><li>How potential estate and gift tax law changes impact your wealth</li
 ><li>Estate and gift strategies and how to measure their impact on your pla
 n:<br />-Inter-Vivos Qualified Terminable Interest Property (QTIP) Trust<br
  />-Spousal Lifetime Access Trusts (SLAT)<br />-Grantor Retained Annuity Tr
 usts (GRAT)<br />-Charitable Annuity Trusts (CRT)<br />-Life Insurance Stra
 tegies</li></ul><p><strong>Host and Moderator:</strong> <br /><em>PKF O'Con
 nor Davies</em> <br />Bruce A. Desrosiers\, CPA\, Tax Partner</p><p><strong
 >Features Speakers:</strong><br /><em>PKF O'Connor Davies</em> <br />Christ
 ine G. Pronek\, CPA\, MST\, Partner </p><p><em>Altium Wealth</em> <br /><a 
 href="https://www.linkedin.com/in/jimdowling79/">James Dowling</a>\, Managi
 ng Director <br /><a href="https://www.linkedin.com/in/scott-tasch-cfp%C2%A
 E-clu-chfc-983b6a9b/">Scott Tasch</a>\, Managing Director</p>
CATEGORIES:Firm-Hosted Events
ORGANIZER;CN="Acronin -":MAILTO:acronin@pkfod.com
URL;VALUE=URI:https://www.pkfod.com/events/live-webinar-estate-planning-and
 -wealth-transfer-strategies-in-todays-environment/
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TZID:America/New_York
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DTSTART:20210314T070000
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