Date/Time
8/17/2026
11:00 AM - 3:00 PM Central
11:00 AM - 3:00 PM Central
Course Registration
Credits
4 Credits
Event Type(s)
Webinars
Event Description
This course provides tax and accounting professionals with a framework for serving as the lead advisor in a multidisciplinary planning environment. Participants will explore how to coordinate with attorneys, financial planners, insurance professionals, and bankers to deliver integrated planning strategies.
The course emphasizes identifying opportunities across estate, financial, retirement, and tax planning while managing collaboration and delivering cohesive client solutions.
Speakers:
Arthur Werner
Location
Webinar
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