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Educational Opportunities


Previous Events

Chris H Headshot

Advisor Webinar: The Appeal of Life Insurance When A Person Names a Charitable Remainder Trust as the Beneficiary of a Retirement Account

Christopher R. Hoyt, JD
11/30/2022 | 3:00 - 4:00 pm Eastern

Download Handout

Expires 11/30/2023

2022 Advisor Symposium

2022 Advisor Symposium: Issues of Interest to Advisors Today

Featuring CPA Robert Keebler, Professor Christopher Hoyt, NYL CVP Greg Holmgren, and NYL CVP Matt Pate
11/09/2022 | 1:00 - 4:30 pm Eastern

Resource Guide

Expires 11/30/2023

Jim D Headshot

Advisor Webinar: A Survey of Pre-Sale Planning Techniques for Investors and Business Owners

James M. Duggan, MBA, JD
09/28/2022 | 3:00 - 4:00 pm Eastern

Download Handout

Expires 09/28/2023

2021 Advisor Symposium

2021 Advisor Symposium: Issues of Interest to Advisors Today

11/09/2021 | 1:00-4:00 p.m. Eastern
Featuring CPA Robert Keebler, attorney Steve Leimberg, and NYL CVP Greg Holmgren

Expires 08/19/2023