The Salvation Army 18th Annual

Estate & Charitable Gift Planning Institute 

featuring Roy M. Adams
  
Thursday, September 23, 2010   9 am - 4 pm
Register today for the FREE seminar

to be held at PNC
1 Old Capitol Plaza North
Springfield, Illinois

The Springfield Salvation Army along with our sponsors PNC and the Sangamon County Community Foundation will present a free web-cast of a live seminar for estate planning professionals on the Third Floor of PNC.

This FREE, live event is open to attorneys, certified public accountants, financial planners, chartered life underwriters and other investment professionals.    A Free lunch is included.

Deadline to register is September 10th .  Use the form below to register.
 

Il CLE credits of 6.75 general CLE hours and 1 hour of ethics have been applied for and are penting

Insurance credits for both Iowa and IL have been applied for and is pending.

CFP and CTFA credits are pending.
Applied for and pending are CPE credits for 7 tax hours and 1 hr. regulatory ethics.

GENERAL INFO & AGENDA

Everything an estate planner does is almost universally driven by tax considerations and some very important non- tax objectives. Balancing the two is an art. Every recommendation made, and every recommendation not made, both combine to measure the caliber and completeness of advice. Recent developments flow like a waterfall from multiple sources both Federal and state. Staying on top of what is going on, particularly change, is a must.