Event
The Second Annual Symposium for Estate Planning Advisors
This special symposium for CPAs, CFPs, insurance agents, and attorneys {five (5) hours of CE credits possible} features five distinguished speakers who provide valuable new information to benefit both estate-planning professionals and their clients.
Seating is limited, so sign up now for this outstanding event.
Guest Speakers:
Matthew L. Rowles (Advanced Marketing Director, Prudential Insurance)--"Estate Planning in Turbulent Times"
Greg Wilcox (Attorney)--"SSI Eligibility, VA Pensions"
Lisa Gurwich (Founder, Lisa Gurwich Consulting, LLC)--"Helping Your Clients Do Good: Ethical Dilemmas in Charitable Giving"
Robin Klomparens (Attorney)--"Estate- and Gift-Tax Policy and Update"
Carl Waldman (Attorney)--"Planning for a Higher-Tax Environment"
PRESENTED BY THE LAW OFFICES OF J. R. HASTINGS
SPONSORED BY WEALTH MANAGEMENT MECHANICS BANK
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LocationFour Points by Sheraton San Rafael
1010 Northgate Drive
San Rafael, CA
United States
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Categories
| Kid Friendly: No |
| Dog Friendly: No |
| Non-Smoking: No |
| Wheelchair Accessible: No |
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