56th Annual NAEPC Advanced Estate Planning Strategies Conference 2019 | Estate Planing Seminar | 5 November 2019 | The Cosmopolitan of Las Vegas, Las Vegas, Nevada, 3708 S Las Vegas Blvd, Las Vegas, NV 89109, USA
Venue
The Cosmopolitan of Las Vegas, Las Vegas, Nevada
The Cosmopolitan of Las Vegas, Las Vegas, Nevada, 3708 S Las Vegas Blvd, Las Vegas, NV 89109, USA
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| Event Date |
Tue Nov 5 PST - Fri Nov 8 PST (about 5 years ago)
In your timezone (EST): Tue Nov 5 10:00am - Fri Nov 8 3:15pm |
| Location |
The Cosmopolitan of Las Vegas, Las Vegas, Nevada
3708 S Las Vegas Blvd, Las Vegas, NV 89109, USA |
| Region | Americas |
Details
Who should attend?
The 56th Annual NAEPC Advanced Estate Planning Strategies Conference features nationally recognized speakers on advanced planning topics of interest to allied professionals and provides opportunities for attendees to build multi-disciplinary relationships and collaborate on cutting edge ideas and trends. The conference educational sessions are for every member of every estate planning council and all estate planning professionals.
Speakers
2019 Speakers
Gregory W. Baker
JD, ChFC®, CFP®, CAP®
Martin M. Shenkman
CPA, PFS, MBA, JD, AEP® (Distinguished) - Shenkman Law
Jamie L. Mendelsohn
Jason T. Mendelsohn
Jon B. Mendelsohn
Richard A. Oshins
JD, LL.M., MBA, AEP® (Distinguished) - Oshins & Associates, LLC
Jeffrey Schoenblum
JD, AEP® (Distinguished) - Vanderbilt University Law School
Michael H. Rubin
JD - McGlinchey Stafford
Jeremiah W. Doyle
IV, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished) - BNY Mellon Wealth Management
Stephanie Loomis-Price
JD, AEP® (Distinguished) - Winstead PC
Wes Turiano
Samuel A. Donaldson
JD, LL.M., AEP® (Distinguished) - Georgia State University College of Law
Robert S. Keebler
CPA/PFS, MST, AEP® (Distinguished), CGMA - Keebler & Associates, LLP
Lee J. Slavutin
MD, CLU®, AEP® (Distinguished) - Stern Slavutin - 2, Inc.
Richard A. Oshins
JD, LL.M., MBA, AEP® (Distinguished) - Oshins & Associates, LLC
Jeffrey Schoenblum
JD, AEP® (Distinguished) - Vanderbilt University Law School
Justin T. Miller
JD, LL.M. (taxation), CFP®, AEP® - BNY Mellon
Sarah Moore Johnson
JD - Birchstone Moore LLC
Abigail Earthman
JD, LL.M. - Winstead PC
Donna E. Trammell
Bessemer Trust
R. Hugh Magill
JD, AEP® (Distinguished) - Northern Trust Corporation
Christopher R. Hoyt
JD, AEP® (Distinguished) - University of Missouri - Kansas City School of Law
Turney P. Berry
JD, AEP® (Distinguished) - Wyatt, Tarrant & Combs LLP
Sponsors & Partners
2019 Sponsors
PREMIER SPONSORS:
• Ashar Group
• Life Settlements Policy Appraisals
• Wesley Financial Group, LLC
PARTNER SPONSORS:
• Trusts Estates
PRINCIPAL SPONSORS:
• St. Jude Children's Research Hospital
YOUR WAY SPONSORS
• Alliance Trust Company
• Berkshire Settlements, Inc.
• Brentmark, Inc.
• Cancer Research Institute
• CIBC Private Wealth Management
• CIM Marketing Partners
• Comerica Wealth Management
• Commonwealth Trust Company
• Coventry
• Directive Communication Systems
• Farmers National Company
• Heritage Auctions
• Koplin Consulting
• Life Insurance Trust Company
• RenPSG
• Vibe
• Welcome Funds, Inc.
• White Glove