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NAEPC Webinar Replay: Technology in Your Estate Planning Practice

  • Berkshire Bank - England Brothers Room 99 North Street Pittsfield, MA, 01201 United States (map)

This program will explore a wide range of practical considerations of how practitioners can use technology to better serve clients, protect themselves from malpractice claims, market, be more cost efficient, and much more. Specific practical practice examples will be given, not merely theoretical discussions.

Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished) is an attorney and estate planner in Fort Lee, NJ and New York City. His practice concentrates on planning for high net worth individuals. He is the author of 43 books and more than 1,200 articles. He is a member of the NAEPC Board of Directors (Emeritus).

Location Berkshire Bank - England Brothers Room, 99 North Street, Pittsfield, MA with snacks provided by Berkshire Bank. Brown bag lunch at noon; program follows 12:30 - 1:30 pm

RSVP to Dan Stanyon below. Free for Members! Non-members: Cannon Teleconferences are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.