Commonly Overlooked Estate Planning Opportunities AND Revocable Trusts - A Better Approach
Date: Monday, April 27, 2026
Time: 12:00pm - 2:00pm
Location: The Harbert Center
Speaker: Martin Shenkman (with 15 min AEPĀ® presentation/ Q&A from Harvey Hutchinson)
AEP Sponsored 2 hour lunch meeting. Begins with a short presentation from Harvey Hutchinson abour the AEP designation. Q&A.
Then Martin Shenkman will present both, "Commonly Overlooked Estate Planning Opportunities" and "Revocable Trusts - A Better Approach".