2019 Fast Start — Beginning the New Year Fully-Informed — 2019 First Quarter Planning Mini-Symposium
February 20 @ 12:30 pm - 2:00 pmFree
Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum
***Lunch and networking begins at 12:30. The Forum will begin promptly at 1:00 p.m. and end at 2:00 p.m.
Heckerling Update — Stephen R. Elville, principal and lead attorney of Elville and Associates, will provide an overview of the topics and planning ideas presented at the 52nd annual Heckerling Institute in Orlando, Florida, January 14-18, presented by the University of Miami Law School. The Heckerling Institute is widely viewed as the nation’s leading estate planning and elder law symposium for advanced estate planners and elder law attorneys, trust companies, valuation firms, bankers, financial advisors, and CPAs. This presentation is the third in a series of annually recurring Heckerling updates by Mr. Elville resulting from previous years’ high-interest Advisors’ Forums.
Advisors will gain an understanding of the key topics and ideas addressed at the 52nd annual Heckerling Institute for estate planning and elder law and how they affect financial advisors, their practices and clients.
To RSVP, please email Jeff Stauffer, Community Relations Director, at firstname.lastname@example.org, or use the RSVP option below. We look forward to hosting you!