The Northern Trust

Workshop Webinar - The Practical Aspects of Estate Planning in the Time of Covid-19

Date: Thursday, May 28, 2020
Time: 12:00pm - 1:30pm
Location: Webinar
Speaker: Stuart Kohn and Steve Kriz, Levenfeld Pearlstein, LLC

This Workshop Webinar is being offered to CEPC members at no charge.  

Join us for a discussion focusing on estate planning during the current pandemic. Topics will include planning considerations for clients, communication techniques for virtual conferencing, and how to run a client signing that complies with the Illinois virtual notarization executive order.

Pending approval for one (1) ethics continuing education credit for CLE, CPA, CPWA, CTFA, and Insurance;
and one (1) general credit for CFP.


See Upcoming Event Calendar