CLE & Program Materials

CLE & PROGRAM MATERIALS

 

September 21, 2020 - PPP - Forgive BUT Never Forget ~ Applications & Implications

CLICK HERE TO VIEW PROGRAM RECORDING


October 8, 2020 - Year-End Planning in 2020 – Including Planning for a Biden Administration

CLICK HERE TO VIEW THE PROGRAM RECORDING


November 12, 2020 - The Central Role of Family Governance in Today's Estate Planning

CLICK HERE TO VIEW THE PROGRAM RECORDING


December 3, 2020 - Purposeful Planning - Moving Beyond Traditional Planning to Enhance the Client's Estate Planning Experience

CLICK HERE TO VIEW THE PROGRAM RECORDING


January 21, 2021 - Leaning Into Social Distancing: Planning for Politics

CLICK HERE TO VIEW THE PROGRAM RECORDING

  • Powerpoint

March 18, 2021 - Conversations: The Most Important Part of Advance Care Planning

CLICK HERE TO VIEW THE PROGRAM RECORDING

Here are some resources that might interest you:

Empath Health Palliative care helps woman achieve milestones video link

https://youtu.be/SjCCIvJABOA

There is additional information on Palliative Care Services on our web-site under the Palliative Care tab.

The website is www.empathhealth.org and the Advance Care Planning tab includes downloadable living wills in English and Spanish, Interactive Living Wills, Dementia Living Wills, resources, etc.

To call for an Advance care planning packet please dial 727-586-4432. The packet includes 2 living wills with the 24 page The Greatest Plan booklet and a booklet for the HCS called “what do I do now”?

My contact information: Kelly Siegel 727-735-8743 KellySiegel@EmpathHealth.org


April 22, 2021 - Market Outlook - Larry Adam, CIO, Raymond James

CLICK HERE TO VIEW THE PROGRAM RECORDING


May 27, 2021 - International Estate Planning - Fabrice Marmosez, RSM US LLP

CLICK HERE TO VIEW THE PROGRAM RECORDING