Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion
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NAEPC Webinar: Growing Your Practice in a Virtual World: A Multidisciplinary Panel Discussion
Presented by National Association of Estate Planners & Councils
Wednesday, January 20, 2021
3:00pm - 4:30pm ET
Speaker: Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
Panelists - Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA, AEP®; Gregory E. Sellers, CPA, AEP®
Please note this is a special 90-minute presentation.
The Central New York Estate Planning Council participants will watch via a common Zoom link thanks to Tom Griffin. We will be able to send our questions to Tom to then ask the panel.