January 14, 2026, 1:00 PM - 2:00 PM, EST

This comprehensive session equips financial advisors with cutting-edge techniques to navigate complex wealth transfer strategies for high-net-worth clients. Attendees will gain in-depth knowledge of sophisticated estate planning vehicles (SLATs, BDITs, dynasty trusts, CRTs, and IDGTs), enabling them to confidently recommend and implement advanced strategies to optimize their clients' estate plans while minimizing tax liabilities.

May 6-9th 2026

Dive into the heart of planning for the unexpected with Wayne Zell's interactive workshop for business exit planners, inspired by his award-winning publication, "Your Multimillion-Dollar Exit – An Entrepreneur’s Business Success(ion) Planner." This immersive experience is not just a workshop; it's a journey through the real-life stories of entrepreneurs who have faced and solved the complexities of succession planning amidst unforeseen circumstances.

Continuity in Crisis: Preparing Your Business for the Unexpected

Dive into the heart of planning for the unexpected with Wayne Zell's interactive workshop for business exit planners, inspired by his award-winning publication, "Your Multimillion-Dollar Exit – An Entrepreneur’s Business Success(ion) Planner." This immersive experience is not just a workshop; it's a journey through the real-life stories of entrepreneurs who have faced and solved the complexities of succession planning amidst unforeseen circumstances.