Subscribe in NewsGator Online   Subscribe in Bloglines

October

View by Month:     2009

 

October 1 – October 2, 2009
American Law Institute/American Bar Association International Trust and Estate Planning
Boston, MA
Continuing Education Credits Available: Yes
View more information

October 1 – October 3, 2009
Philanthropy Roundtable 2009 Annual Meeting
Colorado Springs, CO
Continuing Education Credits Available:
View more information

October 7 – October 10, 2009
Million Dollar Roundtable Top of the Table Annual Meeting
Kauai, HI
Continuing Education Credits Available:
View more information

October 10 – October 13, 2009
Financial Planning Association Annual Conference
Anaheim, CA
Continuing Education Credits Available: Yes
View more information

October 14 – October 17, 2009
National Conference on Philanthropic Planning
National Harbor, MD
Continuing Education Credits Available: Yes
View more information

October 19 – October 23, 2009
Forty Fourth Annual Southern Federal Tax Institute
Atlanta, GA
Continuing Education Credits Available: Yes
View more information

October 25 – October 28, 2009
American Bankers Association Annual Convention
Chicago, IL
Continuing Education Credits Available:
View more information

October 25 – October 30, 2009
American Bankers Association National Trust School
Atlanta, GA
Continuing Education Credits Available: Yes
View more information

October 25 – October 30, 2009
American Bankers Association Graduate Trust School
Atlanta, GA
Continuing Education Credits Available: Yes
View more information

October 26 – October 28, 2009
Society of Financial Service Professionals Forum 2009
Phoenix, AZ
Continuing Education Credits Available: Yes
View more information

View November events


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...

View Past Wealth Watch E-letters...

Tech E-Letter Subscribe

Gsphere

Comprehensive analysis of investment diversification...

VestingPoint.com’s Retirement Calculator

Evaluate retirement projections with this online tool...

View Past Technology Review Newsletters

Past Issues

  • August Issue
  • July Issue
  • June Issue
  • May Issue
  • April Issue
  • March Issue
  • February Issue

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!...