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November

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November 5-7
The Sharpe Group
An Introduction to Planned Giving Seminar
Washington, D.C.

November 5-8
Philanthropy Roundtable
Annual meeting
The Ritz-Carlton
Naples, FL.

November 9-12
American Bankers Association
ABA Annual Convention
San Francisco Hilton
San Francisco, CA

November 12-14
National Association of Estate Planners & Councils
NAEPC 45th Annual Conference
Doubletree Paradise Valley
Phoenix/Scottsdale, Ariz.

November 17-18
The Sharpe Group
Integrating Major and Planned Gifts
Chicago, IL

November 19-21
National Association of Real Estate Investment Trusts
NAREIT Annual Convention
Manchester Grand Hyatt
San Diego, CA

 

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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