The 2025  

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 16

  • DIGITAL RESURRECTION – VICTORIA HANEMAN, UGA LAW PROFESSOR

  • INVESTING FOR TAX EFFICIENCY – KEN SHELL, BLACKROCK

  • ARTIFICIAL INTELLIGENCE IN ESTATE & FINANCIAL PLANNING – ROSS BRUCH, BROWN BROTHERS HARRIMAN

  • INVESTMENT UPDATE – STEPHEN MORGAN, HANCOCK WHITNEY

  • PLANNING IN LIGHT OF THE ONE BIG BEAUTIFUL BILL -  ROB KELLER, KPMG

  • TRENDS IN SECURITIES ENFORCEMENT – AMANDA SENN, ALABAMA SECURITIES COMMISSION

  • LUNCH SPEAKER – JO BONNER, PRESIDENT OF THE UNIVERSITY OF SOUTH ALABAMA