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).

REGISTER HERE for the individual program. To register for the 2019 webinar series, please click HERE. 

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Registration Fees

• $40 / Accredited Estate Planner® designee
• $60 / member of Charlotte Estate Planning Council
• $100 / non-member
• $250 / council meeting or group gathering

A general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.