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October

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October 1 – October 2, 2009
American Law Institute/American Bar Association International Trust and Estate Planning
Boston, MA
Continuing Education Credits Available: Yes
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October 1 – October 3, 2009
Philanthropy Roundtable 2009 Annual Meeting
Colorado Springs, CO
Continuing Education Credits Available:
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October 4-7
The Financial Planning Association
FPA Annual Convention
Boston Convention and Exhibit Center
Boston, MA

October 5-7
NAVA, alliance of companies in the annuity and variable products industry.
NAVA Annual Meeting
Philadelphia Marriott Downtown
Philadelphia, PA

October 5-7
Tenant-in-Common Association
TICA Fifth Annual Conference
The Wynn
Las Vegas, NV

October 7 – October 10, 2009
Million Dollar Roundtable Top of the Table Annual Meeting
Kauai, HI
Continuing Education Credits Available:
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October 8-10
The Sharpe Group
An Introduction to Planned Giving Seminar
Orlando, FL

October 10 – October 13, 2009
Financial Planning Association Annual Conference
Anaheim, CA
Continuing Education Credits Available: Yes
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October 14 – October 17, 2009
National Conference on Philanthropic Planning
National Harbor, MD
Continuing Education Credits Available: Yes
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October 19-21
American Bankers Association and the American Bar Association

ABA/ABA Money Laundering Enforcement Conference
Marriott Wardman Park Hotel
Washington, D.C.

October 19-21
Cannon Financial Institute

Accredited Investment Fiduciary
Kingston Plantation
Myrtle Beach, S.C.

October 19 – October 23, 2009
Forty Fourth Annual Southern Federal Tax Institute
Atlanta, GA
Continuing Education Credits Available: Yes
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October 19-25
Cannon Financial Institute

Cannon Trust School II and III
Kingston Plantation
Myrtle Beach, S.C.

October 19-25
Cannon Financial Institute

Investment Planning - CFP
Kingston Plantation
Myrtle Beach, S.C.

October 19-25
Cannon Financial Institute

Retirement Planning & Employee Benefits CFP
Kingston Plantation
Myrtle Beach, S.C.

October 22-24
Family Office Exchange
Financial Executives Forum
Chicago, IL

October 22-25
National Committee on Planned Giving
National Conference on Planned Giving
Hyatt Regency
Denver, CO

October 26 – October 28, 2009
Society of Financial Service Professionals Forum 2009
Phoenix, AZ
Continuing Education Credits Available: Yes
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Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum...

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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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Past Issues

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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!...