REGISTER NOW! Planning Mistakes and How to Avoid Them

Planning Mistakes and How to Avoid Them: An Interactive Experience

Mar 24, 2026 11:00 AM in Eastern Time (US and Canada)

Registration Required

As advisors assist their clients in navigating their planning journey, watching for potential pitfalls should always be on the radar. Join us as we take our audience through an interactive “quiz-style” presentation highlighting common planning mistakes in insurance, estate, and business planning and explain how they can be avoided with proper care and coordination.

Our Estate Planning Specialist, Sean Link, will be joined by Insurance Specialist Brad Uhl, and together they will walk you through several common planning scenarios with multiple possible resolutions. Participants will be able to cast their vote for what they think to be the best practice, and Sean and Brad will explain why that may or may not be the case.

***Approved for one credit-hour of both CFP and Pennsylvania Life Insurance credit. Please be sure to provide your respective licensing info at registration.