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UPCOMING EVENTS

November 11, 2020

Planning with Life Insurance Trusts (ILITs)

Jessie A. Gilbert, Principal, Cummings & Lockwood LLC

December 16, 2020

Trends in Insurance Planning During a Pandemic Environment

Jessica Wong, CPA, CLTC, Wealth Management Advisor, Northwestern Mutual

January 20, 2021

Family Succession Planning

Pierre DuPont, Partner, Cerity Partners

February 10, 2021

Qualified Opportunity Zone Funds

Michael Jordan, CPA, Managing Director, & Joe Gill, CPA, Managing Director, Andersen