WEBINAR: Technology in Your Practice

Date: Wednesday, August 14, 2019
Time: 2:00pm - 3:00pm
Location: Synovus Bank Building, 800 Shades Creek Parkway, Dining Room 2nd Floor, Birmingham, AL 35209
Speaker: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP (Distinguished)

FREE Webinar!!!

The Estate Planning Council of Birmingham’s objective is to provide quality continuing education and network opportunities for Attorneys, Accountants, Financial Advisors, Life Insurance Agents, and Trust Officers in the greater Birmingham area.  In light of this goal our Board of Directors has elected to participate in the NAEPC 2019 Robert G. Alexander Monthly Webinar series.  This one-hour eLearning opportunity will be presented in a group setting at no additonal cost to our members!   

The next webinar is detailed below. Bring a friend!

Technology in Your Practice

Wednesday, August 14th at 2:00 p.m.

 Synovus Bank Building

800 Shades Creek Parkway,

Dining Room 2nd Floor,

Birmingham, AL 35209

RSVP Required

Light refreshments will be provided.

Webinar Speaker: Martin M. Shenkman, CPA, PFS, MBA, JD, AEP (Distinguished)‚Äč

Presentation Synopsis:  

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).


See this link for more details regarding the NAEPC 2019 Webinar Series.


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