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NAIFA and the Society of Financial Service Professionals (FSP) joined together to create a three-part virtual event that allows attendees to work through a complex case with a panel of family estate and business planning experts.

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This article appeared in the January 2021 Journal of Financial Service Professionals. 

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This article appeared in the November 2020 Journal of Financial Service Professionals. 

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This article appeared in the September 2020 Journal of Financial Service Professionals. 

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This article appeared in the November 2018 Journal of Financial Service Professionals. 

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These articles are reprinted with permission from the Journal of Financial Service Professionals.

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