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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.

Wealth Watch E-Letter Subscribe

Fate of Famed Art Collection Unresolved

Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum...

The Shifting Sands of the Tax Burden

A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death...

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Gsphere

Comprehensive analysis of investment diversification...

VestingPoint.com’s Retirement Calculator

Evaluate retirement projections with this online tool...

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Download The 2009 Findings from a Nationwide Survey of Estate Planning Attorneys

Podcasts

Advising the Wealthy: It's a Whole New Game

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

Webinars

Roth IRA Conversions - The Critical Issues

Whether you are a tax professional, estate planner or financial advisor, it is important that you are well-equipped to effectively advise clients regarding Roth IRA conversions. -
Available On Demand!...

Aligning Charitable Giving & Life Insurance

Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...

Integrative Philanthropy

Times are tough - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Robert F. Sharpe, Jr. and Marc D. Hoffman describe the current philanthropic/political landscape and review the techniques that donors of means are now increasingly using to optimize their giving.
Available On Demand!...