The 2024
Estate Planning Conference
Continuing Education Credits: Application will be made for State, Legal, Accounting and Insurance (CLU) professionals to receive 6 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
- CFPs
- 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
TUESDAY, SEPTEMBER 17
- Doug Terreson – Global Energy Strategy
- Glenda Snodgrass – Cybersecurity
- Robert Keller - Practical Implications Utilizing S Corps in Estate Planning
- Susan Rounds – Successful Succession of the Family Business & Wealth
- Howard Neiswender - Asset Swap Strategy for Ultra-High Net Worth Estate Planning
- Donal Cieutat - Financial Frauds
- Lunch Speaker – Keith Blackwood