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