Posts Tagged: The Advisors’ Forum

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

December 4, 2019

Understanding Maryland’s New Elective Share Law and Its Ramifications for Clients and Advisors WHEN:  Wednesday, December 4th 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 by 2:00 p.m. In this 50-minute presentation, Stephen Elville, …

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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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