August 14th NAEPC Webinar - Technology in Your Estate Planning Practice
Technology in Your Estate Planning Practice
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Speaker: Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished) Wednesday, August 14, 2019 Bring your own Brown Bag Lunch |
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About the Program
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.
About the Speaker
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).
