Our 25th Annual Professional Advisors Seminar on October 7, 2020 with Chris Erblich and his presentation, Helping Families Navigate Their Planning During Uncertain Times, provided an invaluable virtual opportunity for participants and advisors to take advantage of new information about emerging techniques in areas of charitable and planned giving and estate and tax planning. In a first for the annual seminar, the all-virtual event was as important and informative as the previous 24 seminars with attendees still receiving continuing education credits in their field. Now, from the comforts of homes, hotels, airports and, if lucky enough, a sunny beach somewhere, the seminar once again provided networking and learning.
Chris and his team discussed the evolution of what clients have demanded from their advisors and how those demands/needs continue to change in context of potential economic uncertainty. Chris Erblich is office managing partner at Husch Blackwell in Tucson, Arizona and is a staple in the industry, delivering hundreds of presentations nationally, speaking on estate and business planning techniques for high-net worth families. We quickly saw why he and his team, Benjamin Kelly and Eric Ess, are crowd favorites.
The event would not be complete without an inspirational message from President/CEO Meyer Bodoff, see last year's video below.
Thank You to the Sponsors of the 2020 Professional Advisors Seminar