Event Information

2016 NAPFA Midwest Symposium - Chicago


DePaul University, Chicago, IL   Visit Website
Thursday, August 11, 2016 9:00 AM - 4:00 PM   iCalendar Central Standard Time

Event Name: NAPFA Midwest Symposium: Planning Ahead Your Clients and Your Practice
Location: DePaul University, 8770 W. Bryn Mawr Avenue, Chicago, IL 60631
WHEN? Thursday, August 11, 2016 9:00 am - 4:00 pm, CT
Pricing:
Members: $79.00
Non-members: $79.00
Students: $49.00
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

Contact Us

Register now or for questions Contact Grant Moore (gmoore@savantcapital.com)

Location

DePaul University   Visit Website

Pricing:
Members: $79.00
Non-members: $79.00
Students: $49.00
Simulcasts: $49.00
*Price includes lunch

Registration Information

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