Name: Retirement and Estate Planning
Start: 2025-11-11T08:30:00Z
End: 2025-11-11T11:30:00Z

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Tuesday, November 11, 2025 Live Webcast

8:30 AM - 11:30 AM EST

ON24

This event is part of the Virtual CPE Pass - 2025/26 event bundle.

HIGHLIGHTS

Topics covered:

Is Your Retirement Safe from the Tax Man?
Gio Capodanno, CFP - OneTeam Financial, LLC

Estate Planning: Surrogate Decision-Making in the Midst of Incapacity
Constantina Koulosousas, Esq., CELA - OneTeam Financial, LLC

Debunking the Myths – Social Security and Estate Planning
Ash Ahluwalia, MBA, CFP, NSSA - OneTeam Financial, LLC

Joy Matak, Esq. - OneTeam Financial, LLC

COURSE LEVEL

Basic

Ash Ahluwalia, M.B.A., NSSA, CFP
(4.8)

Managing Partner

OneTeam Financial LLC

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Giancarlo R. Capodanno, CFP

Vice President

OneTeam Financial LLC

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Constantina Koulosousas, Esq., CELA

Wacks Law Group

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Joy E. Matak, Esq.

Partner

Avelino Law, LLP

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PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Note: Online pre-registration will close on November 11 at 8:30 AM.

Retirement and Estate Planning (E2511624)