Event
The First Annual Symposium for Estate Planning Advisors
This special Symposium for CPAs, CFPs, Insurance Agents and Attorneys (four (4) hours of continuing education credits may be available) features four distinguished speakers who will provide valuable new information of benefit to both estate-planning professionals and their clients.
Seats are limited, so sign up now for this outstanding symposium.
Thursday, October 8, 2009
12:30 - 6:00 p.m., Reception at 5:00 p.m.
Four Points by Sheraton San Rafael
1010 Northgate Drive, San Rafael, CA
GUEST SPEAKERS:
STEPHEN SCHWARZ, Professor of Law Hastings College of the Law - "Tax Legislation in President Obama's First 300 Days: Proposals, Prospects, and Implications"
JONATHAN MINTZ, Executive Director the Advisors Forum and Co-Executive Director of WealthCounsel, LLC - "Estate Planning with Retirement Benefits"
GREG WILCOX, Attorney - "What Every Estate Planner Needs to Know About Medi-Cal"
STAN MILLER, Estate-Planning Attorney - "Trends and Opportunities that Will Impact Our Profession and Our Lives "
PRESENTED BY THE LAW OFFICES OF J. R. HASTINGS
SPONSORED BY WEALTH MANAGEMENT AT MECHANICS BANK
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LocationFour Points by Sheraton San Rafael
1010 Northgate Drive
San Rafael, CA 94901
United States
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| Kid Friendly: No |
| Dog Friendly: No |
| Non-Smoking: No |
| Wheelchair Accessible: No |
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