Has the global health crisis and the acceleration of an online environment changed the way you market your services and advise your clients? Do you have the technological tools to communicate effectively with your current network? Are you looking for ways to expand your reach? Attend this unique multi-disciplinary panel discussion to learn strategies for interacting with your clients in the rapidly growing virtual space from experts in the technology, legal, trust, insurance and financial planning, philanthropic, and accounting practice areas. Those who are unable to attend on the live date and time are welcome to register and on-demand access will automatically be sent so you can watch the program at your leisure.

Click here to register.

Panelists

• Moderator: Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
• Dean DeLisle, Founder and CEO, Forward Progress
• Thomas M. Forrest, TO, AEP® (Distinguished)
• Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS
• Ginger F. Mlakar, JD, CPA, AEP®
• Gregory E. Sellers, CPA, AEP®

Registration Fees

• $40 / Accredited Estate Planner® designee or Junior/Student
• $60 / member of an affiliated local estate planning council or at-large member of NAEPC
• $100 / individual non-member
• $250 / council meeting or group gathering