Northern Nevada Estate Planner Conference - Peppermill - Reno NV
Date: Friday, May 15, 2009
Time: All Day
Speaker: Jonathan Blattmachr, Dennis Roberts, Robert Burton
Raising the Estate Planning Bar - Mastering the Team Approach to Estate Planning
This conference is the first of its kind in Northern Nevada and will attract attorneys, CPAs, insurance professionals, financial planners, trust officers, and officers of charities and businesses related to estate planning.
Benefits include:
* Nationally recognized speakers on timely and relevant topics, with 5 - 5.5 hours of continuing credit
* Networking with professionals you do or should do business with
* Lunch
Location: Peppermill Resort Casino Hotel, Reno NV
AGENDA
9a - Welcome & Opening Remarks
9:30a - Wealth Transfer Tax Developments - It's 2009... What will Congress Do? ~ Jonathan Blattmachr
11:30a Lunch with Sponsors and Exhibitors
1p - Business Succession Planning - How Business Exit Strategies Affect Estate Planning ~ Dennis Roberts
2:30p - Break
3p - Estate Planning with Life Insurance ~ Robert Burton
4:30 - 5pm - Closing Remarks ~ Leslie Daane, President, Estate Planning Council of Northern Nevada