EstatePlanning.com
June 2013
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Elder Law: Asset Protection for Our Senior Population
Elder Law: Asset Protection for Our Senior Population
Tuesday, June 04, 2013, 1:00 p.m. - 2:00 p.m.Presenters: Valerie Peterson, J.D. What's an Estate Planner to Do Series Our population is aging rapidly while long-term care costs continue...
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Wisconsin State Forum Meeting
Wisconsin State Forum Meeting
Friday, June 07, 2013, 8:30 a.m.Download the agenda for the June 7, 2013, WICEPA meeting that is scheduled to be held near Green Lake. Please see the directions on the agenda for... -
Michigan State Forum Meeting
Michigan State Forum Meeting
Friday, June 07, 2013, 9:30 a.m. - 4:30 p.m.The Michigan State Forum will be hosting a meeting June 7, 2013, 9:30 a.m. - 4:30 p.m. Blair Janis, J.D. will be presenting on the following...
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Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions
Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions
Wednesday, June 12, 2013 - Friday, June 14, 2013Presenter: Lewis W. Dymond, Jr., J.D. and Kevin M. Forbush, J.D., CPA Location: Doubletree by Hilton Sterling - Dulles Airport 2161...
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Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions
Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions
Wednesday, June 12, 2013 - Friday, June 14, 2013Presenter: Lewis W. Dymond, Jr., J.D. and Kevin M. Forbush, J.D., CPA Location: Doubletree by Hilton Sterling - Dulles Airport 2161...
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Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions
Practice Building Boot Camp: Comprehensive Revocable Living Trusts and Practice Development Solutions
Wednesday, June 12, 2013 - Friday, June 14, 2013Presenter: Lewis W. Dymond, Jr., J.D. and Kevin M. Forbush, J.D., CPA Location: Doubletree by Hilton Sterling - Dulles Airport 2161... -
VA, MD, DC Metro Joint Forum Meeting
VA, MD, DC Metro Joint Forum Meeting
Friday, June 14, 2013, 1:00 p.m. - 5:00 p.m., E.T.Make plans to attend the Virginia, Maryland, and DC Metro Joint Forum Meeting on Friday, June 14, from 1:00 p.m. to 5:00 p.m. E.T. in Sterling, Virg...
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2013 Investment Strategies: Liability-Relative Optimization
2013 Investment Strategies: Liability-Relative Optimization
Tuesday, June 18, 2013, 1:00 p.m. - 2:00 p.m.Presenter: David Blanchett, AAMS, AIFA, CFP®, CFA, CLU, ChFC, Head of Retirement Research, Morningstar Investment Management This is an Advisors...
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Funding, Part 1
Funding, Part 1
Thursday, June 20, 2013, 2:00 p.m. - 3:00 p.m., E.T.Presenters: Jeff Matsen and Rex Hogue For an estate plan to work the plan must be properly funded. But experienced practitioners often have d...
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Consumer Webcast: Life Expectancy and Health Care Planning
Consumer Webcast: Life Expectancy and Health Care Planning
Friday, June 21, 2013, 2:00 p.m. - 3:00 p.m., E.T.Presenter: Lewis J. Walker, CFP® A Free Estate Planning Webinar for American Families and Businesses June 21, 2013 • 2:00 p.m. - 3:00 p....
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Advisors Forum - CPE Series for CPAs
Advisors Forum - CPE Series for CPAs
Tuesday, June 25, 2013, 1:00 p.m. - 2:00 p.m., E.T.June 25, 2013, 1:00-2:00 p.m. ET Business Succession and Buy-Sell Agreements Peter Myers, Esq. The Advisors Forum presents a live CPE Se...
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