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?
- 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
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