Death. Something we don't really like to think about! But, you know who thinks about death a lot? Estate planning professionals. They work with individuals and families to create the right set of instructions based on the intellectual and emotional desires of their clients. What are the life lessons that professionals in the estate planning industry can learn along the way regarding service over material wealth? What kind of advice would a professional like this give to the younger version of himself? And, what people do we meet along the way that irrevocably change our lives--and guide us to live a life in full? Hear from expert Eli Angote about his reflections in the field.

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Likely, we all know of a family that has been affected in some way by substance misuse and/or mental illness. And both of these issues are at a crisis point in the U.S. As our concerns rise, what actually WORKS in addressing these issues? And, what role do government and policymakers play in addressing addiction and mental illness---and how do they respond? Further, and importantly, what role can donors and philanthropy play? Lastly, how can professional advisors---like CPAs, wealth advisors, and trusts & estates attorneys---support donors in engaging in behavioral health philanthropy? Join expert Tym Rourke for a deep and fascinating conversation about the possibilities ahead.

Wanna know a SECRET? With a record $557 Billion donated in 2023 in the U.S., it is possible that a donor might ACTUALLY achieve all his or her tax and charitable goals---with nonprofits benefiting deeply---using a woefully underutilized tool. What's it called? The Charitable Lead Annuity Trust, or "CLAT." It's like the Swiss Army knife of charitable giving. And, a type of CLAT---known as an “iCLAT"---is a tool accessible to every CPA, wealth advisor, and trusts & estates attorney, and especially those working with moderate-to-wealthy clients. Complex estate planning guru Brad Gornto explains it all to you!