The 2019 Estate Planning Conference 

Registration will be open at 7:30AM.

Conference will begin promptly at 8:00 AM Tuesday, September 17 and adjourn at 5:00 PM.

Continuing Education Credits: Application will be made for State, Legal, Accounting and Insurance (CLU) professionals to receive 7 hours of education credits for attending the conference. The program is designed to meet the requirements of voluntary and mandatory CE. In order to be eligible for the credits, each registrant must complete the attendance records at the conference.

Who Would Benefit from Attending?

  • Attorneys
  • CPAs
  • Trust Officers
  • Insurance & Investment Professionals
  • Business/Private Banking Professionals
  • Non-Profit Directors & Development Officers
  • Business Owners of any type

You Don't Want to Miss this Event!

Speakers and Topic

Agenda

Alex Flachsbart - Opportunity Zones

Robert Wilson - Economy/Market Update

Jay Stubbs - Long Term Care Insurance

Dr. Robert Lightfoot - Victory Health Partners

Mark Kirkpatrick - Coale, Dukes, Kirkpatrick and Crowley

Joseph Tetro, Business Coach- Selling ourselves to Clients

Clayton Mobley/Gary Moses, Greenrock - Conservation Easements

Rebecca Byrne, Community Foundation and Greg Dorriety - Donor Advised Funds/Supporting Organizations