Event
The Third Annual Marin Symposium for Estate Planning Advisors
This year's theme is "Advising Clients & Their Families in Light of Diminished Capacity" This special symposium is for CPAs, CFPs, insurance agents, and attorneys {four (4) hours of CE credits possible}.
List of Guest Speakers:
Athena Verma, Consultant
"Necessary Conversations"
Greg Wilcox, J.D.
"Legal Tools for Handling Diminished Capacity"
Valerie Peterson, J.D.
"Ethical Challenges Attorneys Face When Representing Seniors"
Robin Klomparens, J.D.
"2011 Estate and Gift Tax Policy Update"
Jonathan Mintz, J.D.
"Working Together to Meet the Client's Planning Objectives"
These distinguished speakers will provide valuable new information to benefit both estate planning professionals and their clients.
Seating is limited, so sign up now for this outstanding event.
PRESENTED BY THE LAW OFFICES OF J.R. HASTINGS
SPONSORED BY AMERIPRISE FINANCIAL,INC and WEALTH MANAGEMENT MECHANICS BANK
The Law Offices of J.R.Hastings certify that applications are pending with the State Bar of California for approval of this activity for MCLE credit. The firm follows the CE guidelines specified in the California Board of Accountancy Regulations.
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LocationFour Points by Sheraton San Rafael (View)
1010 Northgate Drive
San Rafael, CA 94903
United States
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