Northern Nevada Estate Planner Conference - Peppermill - Reno NV

Date: Friday, May 15, 2009
Time: All Day
Speaker: Jonathan Blattmachr, Dennis Roberts, Robert Burton
Raising the Estate Planning Bar - Mastering the Team Approach to Estate Planning This conference is the first of its kind in Northern Nevada and will attract attorneys, CPAs, insurance professionals, financial planners, trust officers, and officers of charities and businesses related to estate planning. Benefits include: * Nationally recognized speakers on timely and relevant topics, with 5 - 5.5 hours of continuing credit * Networking with professionals you do or should do business with * Lunch Location: Peppermill Resort Casino Hotel, Reno NV AGENDA 9a - Welcome & Opening Remarks 9:30a - Wealth Transfer Tax Developments - It's 2009... What will Congress Do? ~ Jonathan Blattmachr 11:30a Lunch with Sponsors and Exhibitors 1p - Business Succession Planning - How Business Exit Strategies Affect Estate Planning ~ Dennis Roberts 2:30p - Break 3p - Estate Planning with Life Insurance ~ Robert Burton 4:30 - 5pm - Closing Remarks ~ Leslie Daane, President, Estate Planning Council of Northern Nevada

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