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January

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January 13-19
Cannon Trust Institute
Corporate Trust I
Investment Management II and III
(separate courses)
Fiduciary and Investment Risk Management I, II and III (separate courses)
Kingston Plantation
Myrtle Beach, S.C.

January 14-18
University of Miami School of Law
40th Annual Heckerling Institute on Estate Planning
Miami, FL

January 16-18
National Multi Housing Council
NMHC Annual Meeting
Boca Raton Resort & Club
Boca Raton, FL

January 17
The Society of Trust and Estate Practitioners
Non-Resident Trusts
UBC Robson Square
Vancouver

National Association of Certified Valuation Analysts
Exploring Multiple Regression Analysis in Excel to Value Equity Securities
Webinar

January 17-18
American Bar Association
Elder Law: What You Need to Know
Meeting the Legal Financial & Social Challenges of Aging Clients
Hyatt Regency Coral Gables
Coral Gables, FL

National Retail Foundation
NRF 9th Annual Convention & Expo
Jacob K. Javits Convention Center
New York

January 17-19
American Bar Association

2008 Midyear Meeting
Loews & Ritz Carlton
Lake Las Vegas

January 20-22
Cannon Financial Institute
Accredited Investment Fiduciary
Kingston Plantation
Myrtle Beach, S.C.

January 20-23
American Institute of Certified Public Accountants
AICPA Advanced Personal Financial Planning
Caesars Palace
Las Vegas, NV

January 20-25
Cannon Financial Institute
Personal Trust Graduate School
Kingston Plantation
Myrtle Beach, S.C.

Cannon Financial Institute
Wealth Management for Private Bankers I
Kingston Plantation
Myrtle Beach, S.C.

Private Wealth Sales School
Wealth Management for Private Bankers I
Kingston Plantation
Myrtle Beach, S.C.

January 20-26
Private Wealth Sales School
Corporate Trust II
Kingston Plantation
Myrtle Beach, S.C.

January 20-27
Private Wealth Sales School
Corporate Trust III
Kingston Plantation
Myrtle Beach, S.C.

January 21-23
National Association of Certified Valuation Analysts
Advanced Valuation & Case Study Workshop
Hotel Valley Ho
Scottsdale, AZ

January 23
National Association of Certified Valuation Analysts
Be Prepared – Handling Daubert Challenges and Other Motions in Limine
Webinar

January 23-25
Information Management Network
Winter Forum on Real Estate Opportunity & Private Fund Investing
Montage Resort
Laguna Beach, CA

January 24
National Association of Certified Valuation Analysts
Case Analysis in Person; Current Update in Valuations
Hotel Valley Ho
Scottsdale, AZ

January 27-30
American Bankers Association
ABA Insurance Risk Management Conference
Hyatt Grand Champions Resort & Spa
Indian Wells, CA

Cannon Trust Institute
Growing Your Business for Wealth Advisors
Kingston Plantation
Myrtle Beach, S.C.

January 27-February 1
Cannon Financial Institute
Fiduciary and Investment Risk Management Graduate
Kingston Plantation
Myrtle Beach, S.C.

January 27–February 2
Cannon Financial Institute
Cannon Trust School I, II and III (separate courses)
Kingston Plantation
Myrtle Beach, S.C.

Cannon Financial Institute
Investment Management I
Kingston Plantation
Myrtle Beach, S.C.

January 29–February 1
Cannon Financial Institute
Growing Your Business for Wealth Advisors II – CWS
Kingston Plantation
Myrtle Beach, S.C.

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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