Inland Seminar
Inland Empire Estate Planning Seminar at Inland Empire Estate Planning Seminar - San Dimas, California, United States
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Sunnyvale,California,United States
Inland Empire Estate Planning Seminar
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Inland Empire Estate Planning Seminar
San Dimas, California, United States • 1 EmployeesFinancial Services
The IEEPS is the premier estate planning education seminar in the inland empire. Now celebrating it's 42nd year, the IEEPS offers the opportunity for regional and national estate and financial planning professionals to engage with top speakers from around the national while learning about the most current topics in estate planning.Registration opens July 7th, 2021Up to four hours of CEU credits in multiple disciplines:CSPGMCLELegal SpecializationCFPCPEFiduciaryCTFAAEPSpeakers:Andrew M. Katzenstein, Esq.ProskauerStephanie C. BuckleyWells Fargo Private BankJay AdkissonAdkisson Pitet, LLPSamuel A. DonaldsonGeorgia State UniversitySeminar Agenda:1:15 pm - 2:15 pm - Current Developments - Andrew M. Katzenstein2:15 pm - 3:15 pm - Business Succession Planning - Stephanie Buckley3:45 pm - 4:45 pm - Hot Topics in Asset Protection Planning - Jay Adkisson4:45 pm - 5:45 pm - What the Cool Kids are Doing in Estate Planning - Samuel A. Donaldson6:00 pm - 7:30 pm - Networking Reception (in-person onlyThe mission of the IEEPS is to educate and facilitate communication and cooperativeness with professionals who work in the estate planning and wealth preservation fields.