Here are all my currently booked seminars, by date and city. I hope to see you soon at one of them!
All seminars are for professional audiences unless otherwise indicated. If no contact phone number or linked web site is shown, the event is for members only. The topic for these talks is some aspect of “Estate Planning for Retirement Benefits” unless otherwise noted.
*indicates a NEW engagement added since the last update (or a seminar with changed information since the last update — such as a new date, topic or contact person).*
January 16-17, 2020
54th Annual Heckerling Institute on Estate Planning
- 90-minute workshop: “What Executors, Trustees, and Beneficiaries Must Know about Inherited Retirement Benefits.”
- 50-minute lecture: “How Charitable Giving with Retirement Benefits Can Help Your Charitable and Human Beneficiaries.”
For more info or to register, visit:
March 7, 2020
Boca Raton, FL
American College of Trust & Estate Counsel (ACTEC)
Annual meeting: Panel Seminar on Planning for Retirement
Attendance limited to ACTEC fellows registered for this meeting
*May 14, 2020
Northwestern Mutual Life Ins. Co.
Topic to be determined
Attendance limited to Northwestern Mutual agents and invited guests
*June 5, 2020
Boston Tax Institute
“The All-day Seminar”
*September 30, 2020
Financial Planning Association of Greater St. Louis
1.5 hour presentation: “The 201 Best & Worst Planning Ideas for Your Client’s Retirement Benefits”