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The Advisors’ Forum
February 15 @ 12:30 pm - 2:00 pm
Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum — 2018 Fast Start — Beginning the New Year Fully-Informed — 2018 First Quarter Planning Mini-Symposium
WHEN: Thursday, February 15th from 12:30 p.m. to 2:00 p.m.
WHERE: Historic Oakland Manor – 5430 Vantage Point Road, Columbia, MD 21044
Enjoy a catered lunch and networking beginning at 12:30 p.m. 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 22-26, 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 the previous two years’ high-interest January Advisors’ Forums. (30 minutes)
Thought Leader Series – In this hands-on presentation, Mr. Elville will address the implications and planning opportunities presented in the aftermath of the 2017 Tax Reform – Tax Cuts and Jobs Act. In short, this is a Trump policy planning and response discussion. (30 minutes)
**To RSVP, please email Jeff Stauffer, Community Relations Director, at firstname.lastname@example.org.
As a sponsor of the Certified Financial Planners Board, Elville and Associates is pleased to offer 1.00 CE credit hour to Certified Financial Planners and CPAs for attending this program. Should you wish to earn continuing education hours for this program, you may provide Jeffrey Stauffer, Community Relations Director, your name and ID number at the event.