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July

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July 13-19
Cannon Financial Institute
Cannon Trust School I, II and III
University of Notre Dame
South Bend, IN

July 13-19
Cannon Financial Institute
Trust Tax I
University of Notre Dame
South Bend, IN

July 13-19
Cannon Financial Institute
Securities I, II and III
University of Notre Dame
South Bend, IN

July 14-18
American Institute of Certified Public Accountants
AICPA Business Valuation School
Georgia Society of CPAs
Atlanta, GA

July 20-26
Cannon Financial Institute
Cannon Trust Fundamentals
University of Notre Dame
South Bend, IN

July 20-26
Cannon Financial Institute
Trust Tax II and III
University of Notre Dame
South Bend, IN

July 20-26
Cannon Financial Institute
Fiduciary and Investment Risk Management I, II and III
University of Notre Dame
South Bend, IN

July 20-26
Cannon Financial Institute
Financial Planning Process & Insurance
University of Notre Dame
South Bend, IN

July 20-26
Cannon Financial Institute
Income Tax Planning
University of Notre Dame
South Bend, IN

July 20-26
Cannon Financial Institute
Retirement Plan Services III and IV
University of Notre Dame
South Bend, IN

July 23-24
Family Office Exchange
Financial Executives Forum
Sunny Isles Beach, FL

July 28-30
The Sharpe Group
An Introduction to Planned Giving Seminar
The Westin New York
New York, NY

July 28-30
American Institute of Certified Public Accountants
AICPA Advanced Estate Planning Conference
Marriott Downtown Magnificent Mile
Chicago, IL

 

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

Rorie Sherman, Editor in Chief

Bookstore / Library

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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