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September

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September 3-5
The Sharpe Group
An Introduction to Planned Giving Seminar
Grand Hyatt Seattle
Seattle, WA

September 7-10
Cannon Financial Institute
Growing Your Business for Wealth Advisors
Mart Plaza
Chicago, IL

September 7-10
Cannon Financial Institute
Retirement Plan Services Graduate
Mart Plaza
Chicago, IL

September 7-11
Cannon Financial Institute
Corporate Trust Advanced
Mart Plaza
Chicago, IL

September 7-12
Cannon Financial Institute

Personal Trust Business School
Mart Plaza
Chicago, IL

September 7-13
Cannon Financial Institute

Investment Management I
Mart Plaza
Chicago, IL

September 9-12
Cannon Financial Institute

Growing Your Business for Wealth Advisors II – CWS
Mart Plaza
Chicago, IL

September 10-12
Institutional Investor

5th Annual Integrated Wealth Management Forum
Union League Club
New York, NY

September 11-13
Cannon Financial Institute
Drafting Essentials, Document Analysis and Recent Developments
Mart Plaza
Chicago, IL

September 11-13
American Bar Association
2008 Joint Fall CLE Meeting
San Francisco, CA

September 17
National Committee on Planned Giving
Beyond Basic Bequest Administration (aka Bequests Gone Bad)
Virtual seminar

September 22-26
Southern Federal Tax Institute
The 43rd Annual Southern Federal Tax Institute
Grand Hyatt Atlanta in Buckhead
Atlanta, GA

 

Note from the Editor

Rorie Sherman, Editor in Chief

Trusts & Estates is the town center where experts who serve the ultra-wealthy's planning needs gather to gain insight into their specialties and to learn about related professions. This community includes attorneys, fiduciaries, accountants, investment advisors, charitable giving specialists, family office executives, insurance agents and valuation experts.... More about us

Tech Center

Don Kelley's Tech Review

Trusts & Estates magazine is pleased to present the monthly Technology Review by Donald H. Kelley -- a respected connoisseur of software and Internet resources wealth management advisors use to further their practices.

View Past Tech Review Newsletters

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