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This timely special event will help leading wealth advisors and planners stay ahead of the technology curve by exploring the evolving landscape of estate planning in the new digital age.
We’ll delve into many of today’s key topics, including cryptocurrency investment considerations, electronic signatures on estate-planning documents, and the transformative role of artificial intelligence in the future of estate planning. Our experts will provide valuable insights, practical guidance, and innovative strategies for navigating the complexities of modern estate and custody planning – and for ensuring the protection and seamless transfer of assets in the digital frontier.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
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