Helping you navigate the market's twists and turns.
LIVE FROM PHILLY
ADVISOR EVENT
Simplified Planning for Complex Situations
LOCATION
Webinar
Shelby Anderson, J.D., CEPA®
Patrick Schultz, J.D., CEPA®
Patrick Schultz, J.D., CEPA®
Senior Wealth Planners
Date
May 20th, 2026
TIME
11:00 am ET
TOPIC
Second marriages, blended families, beneficiaries with special needs, and financially unpredictable heirs all require more than a standard estate plan. In this Live From Philly webcast, Senior Wealth Planners Patrick Schultz and Shelby Anderson will discuss real-world stories of plans that succeeded and plans that unraveled, sharing practical strategies to help advisors guide clients through their most complex planning scenarios.
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In this Office Hours Wealth Planning Series video, Senior Wealth Planners Patrick Schultz and Shelby Anderson walk through essential incapacity documents, including financial and health care powers of attorney, highlighting common mistakes and practical planning considerations.
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