09 Jun 2023

Dean’s Hour Webinar Replay: Your Family & Your Practice

My colleague Vincent J. Russo, JD, LL.M, CELA., and I recently took part in a not-to-be-missed estate planning webinar sponsored by the Nassau County Bar Association.

Watch the video below for a replay of Dean’s Hour: Your Family & Your Practice: Estate Planning, Asset Protection and Risk Management Strategies to Benefit the Professional Advisor.

Although the presentation was geared to the Advisor the information is relevant to anyone interested in better protecting themselves and their family.

There’s an old adage that comments on how the shoemaker’s children go barefoot because those closest to an expert often don’t reap the benefits of that expertise, simply because they are too busy taking care of their client’s issues and don’t have the time to focus on their own estate planning.

The program is designed to draw attention to this situation, provide the professionals with their options and motivate them to make an action plan to protect themselves, their families, and where appropriate their clients. We will discuss the current generation of insurance options available to properly “Manage your Risk’, as well as the legal protections every professional advisor needs to evaluate for himself or herself. 

Click Here to read a set of handouts I made to accompany the webinar.