Event Information
2016 NAPFA Midwest Symposium Simulcast - Apple Valley, MN
Mindful Asset Planning, Apple Valley, MN Visit Website
Thursday, August 11, 2016
9:00 AM - 4:00 PM
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Central Standard Time
Event Name: NAPFA Midwest Symposium: Planning Ahead Your Clients and Your Practice
Location: Mindful Asset Planning, 14530 Pennock Avenue, Apple Valley, MN 55124
WHEN? Thursday, August 11, 2016, 9:00 AM - 4:00 PM
Pricing:
Simulcasts: $49.00
*Price includes lunch
Attention is often focused on estate planning needs before death, but have you considered:
- How you can help after a client passes away?
- What can be done to help your firm retain assets with the next generation?
- What happens if you or a key member of your firm passes away?
This symposium will address key issues you need to think through in preparation for a client’s (or advisor’s) passing. We’ll discuss how you and your firm can be a vital component in succession planning
- Martha McHugh, attorney at Kelleher & Buckley
Your Client Has Died - What Next? Practical Tips, Hints and Strategies
- Kirsten Izatt - attorney at The Estate Planning Law Group
Preparing for Incapacitated Clients
- Norbert Mindel - partner at Forum Financial
Succession Planning for Your Business
- Kurt Koehler - Trust Advisor at Advisor Private Wealth Trust
The Corporate Directed Trust Model
CE Credits: 6 CE Credits will be available