Concepts & Misconceptions About Life Insurance & Estate Planning Issues That Attorneys Need to be Aware Of


Concepts & Misconceptions About Life Insurance & Estate Planning Issues That Attorneys Need to be Aware Of

Start 05/08/2024 - 12:30 PM
End 05/08/2024 - 1:30 PM


What you don’t know can’t hurt you — correct?

Not unless you are dealing with various Life Insurance and other financial matters.

Join our expert speakers to discover some of the lesser-known topics that will assist you in conversations with clients, as well as in your own personal matters.

Many professionals are so busy dealing with client matters that they don’t pay enough attention to make certain that their own family issues are handled with the same degree of research and attention as they would expend for a client matter.

What you will learn at this seminar will be information that you can use to advise your clients, as well as use to plan for your future, and your family’s as well!




Henry Montag, CFP, Managing Director, The TOLI Center East; Andrea B. Schanker,  Schanker and Schanker



1 NY Credit: 1 Skills; Transitional and Non-Transitional; 1 NJ Credit; 1 General



To register: click the Register button below. The website will prompt you to log in or create an account to complete the checkout. If you are not a member, please join the membership before completing the checkout to take advantage of the member’s price. Registration closes 30 minutes before the program.

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Webinar Link: After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you are still waiting to receive an access email 30 minutes before the program, please email

Course Materials: We will email the link to download course materials 30 minutes before the program starts.

CLE Certificates (if applicable): After verifying your attendance, we will add your certificate to the “Download CLE Certificates” page, which you can access from your “My Account” page.

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