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August

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August 4-5
The Sharpe Group
Planning Major Gifts
Boston,MA

August 7-12
American Bar Association
ABA Annual Meeting
New York, NY

August 10-16
Cannon Financial Institute
Cannon Trust Fundamentals
Boston University
Boston, MA

August 10-16
Cannon Financial Institute
Cannon Trust School I, II and III
Boston University
Boston, MA

August 10-16
Cannon Financial Institute
Corporate Trust II
Boston University
Boston, MA

August 10-16
Cannon Financial Institute
IRA Professional School
Boston University
Boston, MA

August 18-19
The Sharpe Group
Integrating Major and Planned Gifts
New York, NY

August 18-22
American Institute of Certified Public Accountants

AICPA Business Valuation School
AICPA Office
Lewisville (Dallas)

 

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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