Upcoming Events
July
Image courtesy of AdvisorsForum.com, a WealthCounsel Company
July
16
Wednesday
Planning for the Generations 2014 Symposium (WealthCounsel National Conference)
Wednesday, July 16, 2014
Denver, CO, United States
Image courtesy of Ed Slott & Company
July
17
Thursday
Ed Slott and Company’s 2-Day IRA Workshop
Thursday, July 17, 2014
Chicago, IL, United States
Image courtesy of AICPA
July
21
Monday
The AICPA Advanced Estate Planning Conference
Monday, July 21, 2014
Chicago, IL, United States
August
Image courtesy of LPL Financial
August
10
Sunday
LPL Financial’s 2014 National Conference: focus 2014
Sunday, August 10, 2014
San Diego, CA, United States
October
Image courtesy of The Southern California Tax & Estate Planning Forum
October
16
Thursday
The 2014 Annual Southern California Tax & Estate Planning Forum
Thursday, October 16, 2014
San Diego, CA, United States
Image courtesy of Santa Clara Law
October
24
Friday
The 10th Annual Jerry A. Kasner Estate Planning
Friday, October 24, 2014
Santa Clara, CA, United States
November
Image courtesy of NAEPC
November
5
Wednesday
The 51st Annual NAEPC National Conference: “The Multi-Disciplinary Approach to Estate Planning”
Wednesday, November 5, 2014
San Antonio, TX, United States
Image courtesy of AICPA
November
17
Monday
The AICPA Sophisticated Tax Planning for Your Wealthy Clients
Monday, November 17, 2014
Philadelphia, PA, United States
January 2015
Image courtesy of Heckerling Institute on Estate Planning
January
12
Monday
The 2015 Heckerling Institute on Estate Planning
Monday, January 12, 2015
Orlando, FL, United States
Image courtesy of AICPA
January
17
Saturday