Posts Tagged: The Advisors’ Forum


Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum

September 25, 2019

Elville and Associates Presents: The Advisors’ Forum — Understanding Maryland’s New Elective Share Law and Its Ramifications for Clients and Advisors WHEN: Wednesday, September 25th 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 …

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Stephen R. Elville & Elville and Associates Present: The Advisors’ Forum — The Secure Act – Understanding What Passage Will Mean For Your Clients and For Your Practice (and Its Impact on Clients’ Estate Planning For Retirement Plan Assets)

July 10, 2019

Enjoy a catered lunch and networking beginning at11:30 a.m.  The Forum will begin promptly at 12:00 p.m. and end at 1:00 p.m. The Secure Act is possibly the biggest change in estate planning since the introduction of Portability and the Marital Deduction. If passed by both the House of Representatives and the Senate and signed into law by President Trump, the impact …

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