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NAIFA WEBINAR SERIES

NAIFA-logo

 

Comprehensive Estate Planning: Your Competitive Edge for 2026

Stay ahead in a rapidly changing landscape! Join us for an exclusive program that delivers the latest insights and proven strategies in estate planning for 2026. This is your opportunity to strengthen client relationships and position yourself as a trusted advisor.

Discussion may cover :
  • Recent tax developments and compliance updates
  • Advanced strategies on how trusts can maximize wealth transfer
  • Practical tips for planning with married and divorced clients
  • Evolving rules for inherited IRA's and how they impact your clients 

Don’t miss out—equip yourself with the knowledge and tools to deliver exceptional value and stand out in 2026.


REGISTER

This Webinar is Sponsored by 

ACS_NPAN_2023

Continuing Education & additional information provided below.

Tuesday, March 10, 2026

12:00 pm - 1:00 pm eastern

 

Registration Fee*

 

Live Event:

FREE for Members

FREE for Non-Members

 

CFP Credit: $5

CLE/Legal Credit: $5

CPE/Accounting Credit: $5

Prof. Recertification/PRP (American College) Credit: $5

 

*Registration Fee includes live webinar, presentation material, and access to the archived program

SPEAKERS

Dawn D. Hallman

Principal Attorney and Founder of Hallman & Associates

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Principal Attorney and Founder of Hallman & Associates

Dawn D. Hallman

Dawn D. Hallman,  JD  is the Principal Attorney and founder of Hallman & Associates. As a nationally recognized estate and tax planning attorney, she has over 25 years of experience creatively helping clients plan their legacy, protect their assets, and save taxes. Dawn currently serves on American Cancer Society’s All in Against Cancer Campaign Cabinet, and Co-Chairs ACS’s National Gift Planning Advisor Council (NGPAC).

Dawn has written numerous articles and papers, and frequently lectures on topics related to her practice. She co-author of the Oklahoma Bar Association’s Electronic Form Book on Estate Planning. Dawn also pioneered Installment Sales Trusts, or Deferred Sales Trusts. She also creatively includes charitable planning in her practice, designed to both save taxes and leave a philanthropic legacy. In 2023, American Cancer Society named Dawn the Estate Planning Ambassador of the Year. 

 

Thomas E. Herr

Partner with Dunn Law Firm

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Partner with Dunn Law Firm

Thomas E. Herr

Thomas E. Herr, JD is a Partner with Dunn Law Firm, LLP. A third-generation lawyer, he has the privilege of representing multiple generations of families and businesses throughout the State of Illinois. His goal is to simplify sophisticated estate, tax, real estate, and transactional concepts, educate clients, and formulate plans and strategies for tax savings and wealth transfer. Tom has handled virtually every type of estate and trust matter, from simple estates and trusts to complex planning and administration of estates over $65 million. Tom guides the variety of techniques that allow clients to make tax-advantaged gifts to charities. Tom has assisted clients in creating lifetime and testamentary charitable lead trusts, charitable remainders trusts, and private foundations. In addition, he reviews and prepares fiduciary tax returns, private foundation returns, and estate, gift, and generation-skipping transfer tax returns. Tom received his B.A. from the University of Notre Dame, his J.D. from the Illinois Institute of Technology Chicago-Kent College of Law, and was admitted to the Illinois Bar in 1992. He has practiced in numerous Illinois Circuit Courts, Illinois Appellate Court, U.S. District Court, and U.S. Tax Court. He is a member of the McLean County Bar Association and the Illinois State Bar Association. Tom is the recipient of the American Cancer Society’s 2021 National Professional Advisor of the Year award, the American Cancer Society’s 2017 Illinois Advisor of the Year award, and a member of the American Cancer Society National Professional Advisor Network.

CONTINUING EDUCATION INFORMATION

Educational Level

Intermediate

CE Credits

1 CFP® credit has been applied for.

1 Professional Recertification/PRP (American College) credit has been applied for.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. 
-CLE credit is not available for: PA and RI
-The following states do not have a mandatory CLE requirement: CT, DC, MD, MA, MI, SD

1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of estate planning  
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate

National Association of Insurance and Financial Advisors (NAIFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.

Additional CE Credit Info:
$5.00 fee per credit.

You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, NAIFA will report your credit to the CFP Board for you after the webinar.

Note that state insurance CE credits are not available for this webinar.

ADDITIONAL INFORMATION

 

Registration Info

Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.

NAIFA members: When registering, sign in using your email address and password to get the member rate and to pre-populate the registration fields.

 

Presentation Material

Your confirmation and reminder emails will include the link to access the PowerPoint/presentation material.

 

Program Archive

This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar. 

Can’t attend the live webinar? Register and you will automatically be sent the recording link.

 

 

 

 

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National Association of Insurance and Financial Advisors
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Phone: 877-866-2432
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