|
2009-2010 Meeting Archives
|
| Speaker and Topic |
Member only access |
October5, 2009
Claudia B. Sangster
Harris myCFO, Inc
Philanthropy for High Net Worth Clients |
Meeting Announcement
Handouts
CAEPC CE Form
CLU CE Form
|
November 2, 2009
Richard Robinson
Robinson and Diss, P.C.
Using Partnership Profits as a Business Succession Strategy |
Meeting Announcement
Handouts
CAEPC CE Form
CLU CE Form
|
January 4, 2010
Patrick Kuhse
Aware4Life, Inc.
Prominence to Prison: Why Smart People Do Dumb Things
|
Meeting Announcement
Handouts
CAEPC CE Form
CLU CE Form |
February 01, 2010
Charles D "Skip" Fox, IV
McGuire Woods LLP
Planning Under the New Estate Tax Law, Asset Protection Planning and Flexibility
in Irrevocable Trusts. |
Meeting Announcement
Handouts
CAEPC CE Form
CLU CE Form |
March 01, 2010
Michael W. Halloran
Northwestern Mutual Financial Network
Due Diligence in the Purchase of Life Insurance |
Meeting Announcement
Handouts
CAEPC CE Form
CLU CE Form |
May 03, 2010
Susan Porter
Decanting: Breathing New Life into Bottled Up Trusts |
Meeting Announcement
Handouts
CAEPC CE Form
CLU CE Form |
