Estate Planners Day 2016 will be on Thursday, May 19th. This one-day conference offers a comprehensive estate planning educational program for professionals. Nationally recognized experts in the fields of estate planning, tax, accounting, insurance and state and federal law will cover topics of timely interest to all in the field of estate planning. Estate Planners Day is the longest continually running public event in Queens' history.
$270 - USB Drive
Who Should Attend:
7:30 - 8:10am - Registration and Breakfast
Chair: Leah Maybry, Maybry McShane Family Offices, LLC
Gerald Applefield, Barry, Evans, Josephs & Snipes
Scott Angel, First Citizens Bank - Private Wealth Advisory Services
Doug Benson, Foundation For The Carolinas
Andrew Dana, Parker Poe
Craig DeLucia, Broward Grove, LLC
Jay Eich, The Trust Company of The South
Shannon Elliotte, Colony Family Offices
Jessica Hardin, Robinson, Bradshaw & Hinson, P.A.
Tim Herbst, U.S. Trust, Bank of America Private Wealth Management
Pete Hunt, Willingdon Wealth Management
Jim Lilley, Wells Fargo Private Bank
Luther Lockwood, MBL Advisors, A McColl Bros. Lockwood Co.
Janice McGunnigle, Matrix Wealth Advisors, Inc.
Holly Norvell, Johnston, Allison & Hord
Rusty Reed, Kirk Palmer & Thigpen, P.A.
Ken Samuelson, The Morehead Group, Inc.
Van Smith, The Bledsoe Cathcart Group at Merrill Lynch
Sandi Thorman, GreerWalker, LLP
Brad Van Hoy, Moore & Van Allen, PLLC
You will be contacted with a confirmation and parking information after you register for a course online.
Cancellation and Refund Policy: There is a $50 cancellation fee. Cancellations that are received at least 10 business days prior to the first day of class will receive a refund, minus the $50 cancellation fee. No refunds or make-up classes will be given after that time. If you do not officially withdraw from or attend a course, you are still responsible for the payment. If the course is canceled for any reason, you will be notified and your entire tuition fee will be refunded.
Questions or Suggestions? Contact us at email@example.com or 704-337-2489.