ZLC Financial’s Estate Planning Seminar 2026

Crafting clear and resilient estate plans remains essential to protecting your clients’ financial futures, their businesses, and their families. This year’s seminar will highlight the latest tax and regulatory developments, along with practical strategies to strengthen planning outcomes, reduce conflict, and support long-term wealth preservation.

Join us for a morning of expert insights designed to help you guide clients confidently through today’s evolving estate planning landscape.

AGENDA

Registration & Breakfast

Session 1 – Estate Planning in an AI World: A practical usage guide for advisors
Instead of broad discussions on AI disruption, this session focuses on practical, real-world ways advisors can use AI to support estate planning, tax analysis, underwriting, and client communication.
Speaker: Nicole Garton, President and General Counsel, Heritage Trust

Session 2 – Understanding Underwriting: A key to effective financial planning
Learn how the underwriting process impacts insurance decisions and the risks accountants face when unaware of potential unknowns.
Speaker: Aeronn Zlotnik, Principal & Financial Advisor, ZLC

BREAK

Session 3 – 2026 Tax Update
An update on important tax legislation for the coming year.
Speaker: Asif Abdullah Partner, Thorsteinssons

Session 4 – Tax Advantages of IPPs
Individual Pension Plans (IPPs) can meaningfully enhance retirement savings while creating strong corporate tax advantages. This session will outline when an IPP is most effective and how to integrate it into estate and succession planning.
Speaker: Stephen Cheng, FCIA, FSA, Managing Director & Senior Consulting Actuary, Westcoast Actuaries Inc.

SPEAKERS