Subscribe in NewsGator Online   Subscribe in Bloglines

September

View by Month:

September 3-5
The Sharpe Group
An Introduction to Planned Giving Seminar
Grand Hyatt Seattle
Seattle, WA

September 7-10
Cannon Financial Institute
Growing Your Business for Wealth Advisors
Mart Plaza
Chicago, IL

September 7-10
Cannon Financial Institute
Retirement Plan Services Graduate
Mart Plaza
Chicago, IL

September 7-11
Cannon Financial Institute
Corporate Trust Advanced
Mart Plaza
Chicago, IL

September 7-12
Cannon Financial Institute

Personal Trust Business School
Mart Plaza
Chicago, IL

September 7-13
Cannon Financial Institute

Investment Management I
Mart Plaza
Chicago, IL

September 9-12
Cannon Financial Institute

Growing Your Business for Wealth Advisors II – CWS
Mart Plaza
Chicago, IL

September 10 – September 11, 2009
American Law Institute/American Bar Association Sophisticated Estate Planning Techniques
Boston, MA
Continuing Education Credits Available: Yes
View more information

September 10-12
Institutional Investor

5th Annual Integrated Wealth Management Forum
Union League Club
New York, NY

September 11-13
Cannon Financial Institute
Drafting Essentials, Document Analysis and Recent Developments
Mart Plaza
Chicago, IL

September 11-13
American Bar Association
2008 Joint Fall CLE Meeting
San Francisco, CA

September 12 – September 16, 2009
National Association of Insurance and Financial Advisors Annual Meeting
Orlando, FL
Continuing Education Credits Available: Yes
View more information

September 17
National Committee on Planned Giving
Beyond Basic Bequest Administration (aka Bequests Gone Bad)
Virtual seminar

September 22-26
Southern Federal Tax Institute
The 43rd Annual Southern Federal Tax Institute
Grand Hyatt Atlanta in Buckhead
Atlanta, GA

 

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!...