Events for November 12, 2026

REGISTER Presented by Shawn Britt Many clients are unprepared for the financial and personal impact of a care event. This CE-eligible course helps financial professionals recognize common misconceptions, understand client perspectives and guide meaningful planning conversations. Participants explore a four-step framework for developing a care plan, along with funding solutions and tools to estimate future care costs.

REGISTER Thursday, November 12, 2 pm ET: High-net-worth clients often have needs that extend beyond traditional estate planning strategies. Explore five distinct client profiles and advanced planning strategies that can help you identify new opportunities and navigate complex planning conversations with confidence.