Make 1+1=11 With The Right Relationships in 2026
A Must-Attend Webinar for Financial Advisors & Professionals
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The Hard Truth: You're Not Making The Most of Your Professional Relationships and it's Costing You and Your Clients
Are you ready to stop leaving money and opportunity on the table?
The rules of retirement and asset protection have fundamentally changed. Relying on outdated strategies is hurting your clients and stunting the growth of your business. This exclusive webinar is designed specifically for financial advisors and professionals who are serious about modernizing their approach and growing their business.
In this 45-minute special presentation you will identify the legal strategies, tools, and processes you need to implement right now to elevate your service offering and grow your financial practice through the power of professional relationships.
3 Immediate Benefits of Watching
This session will provide you with the clarity and specialized knowledge to serve your best clients more effectively:
The Key Strategies Most Advisors Miss
Discover how retirement accounts make or break your clients estate plans
Why Estate Tax Planning is no longer relevant, and what is
Get the top 3 estate planning strategies relevant in 2026 and beyond
The Power of Partnership
Discover how to show the true value of long term care insurance to your clients
Meet The Presenter
David J. Zumpano, CPA/Esq.- A highly accomplished CPA and attorney born and raised in Central New York, David J. Zumpano is a nationally recognized expert in cutting-edge Estate, Medicaid, and Asset Protection planning.
As the founder of the model Estate Planning Law Center and the creator of systems implemented by over 750 law firms, he regularly trains institutions like Merrill Lynch and Morgan Stanley on the precise strategies you need to integrate to modernize your practice.
What You Will Walk Away With
Walk away with actionable knowledge that you can apply to your client meetings immediately:
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The Planning Divide: Clearly understand where financial planning ends and specialized legal planning begins, ensuring you never overstep your bounds or miss a critical legal necessity.
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The $1+ Million Myth: Find out why your high-net-worth clients ($1 Million and up) need to consider Medicaid and LTC planning in their strategy, even if you think they are "too wealthy."
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Legal Planning Differentiated: What exactly is estate planning? And, crucially, how is the Estate Planning Law Center different—and how can our approach give you a competitive edge?
