Venue
Virtual Seminar

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Event Date Thu Feb 10 EST (almost 3 years ago)
Location Virtual Seminar
Region All
Details

Each year, the Estate, Tax, Legal and Financial Planning Seminar provides up to seven hours of continuing education for attorneys, licensed insurance underwriters, certified public accountants, certified financial planners, bankers and trust officers.

Event Description
We will apply for continuing education credits for the following designations: Attorney, CFP, CIMA, CPWA, CPA, and CTFA as well as several from The American College Professional Recertification Program. We will also apply for CE credits in the areas of Generic, Life, Health, and Variable Insurance.

Johns Hopkins All Children's Foundation 24th Annual Estate, Tax, Legal & Financial Planning Seminar offers a full day of continuing education credits for Attorneys, CFPs, CPAs, CTFAs, CLUs, Bankers, Trust Officers, Licensed Insurance Underwriters, and Other Professional Designees.

Speakers

2022 Speakers

Mr. Jeremiah W. "Jere" Doyle, IV
Senior Vice President, BNY Mellon Wealth Management

Ms. Katharine G. "Kat" Griffiths
Associate, Holland & Knight

Mr. Jason E. Havens
Partner, Holland & Knight

Ms. Pamela Lucina
Chief Fiduciary Officer, Head of Trust & Advisory Services, Northern Trust

Professor Rebecca C. Morgan
Boston Asset Management Chair in Elder Law, Stetson University College of Law

Mr. Edwin P. "Ed" Morrow, III
Wealth Strategist, Huntington National Bank

Mr. Howard W. Neiswender
Shareholder, Dentons Sirote PC

Mr. Jack M. Rosenkranz
J.D., Rosenkranz Law Firm

Sponsors & Partners

2022 Sponsors

PRESENTING SPONSOR:
• Northern Trust

LEAD SPONSORS:
• Delzer, Coulter & Bell, P.A.
• Gassman, Crotty & Denicolo, P.A.

SESSION SPONSOR:
• JP Morgan

SUPPORTING SPONSORS:
• Archbold Law Firm, P.A.
• Belleair Asset Management
• BNY Mellon Wealth Management
• ForeFront Insurance Partners
• Holland & Knight
• Johnson Pope Bokor Ruppel & Burns LLP
• Northwestern Mutual
• Sabal Trust
• Taso M. Milonas, P.A.
• Van Middlesworth and Company, P.A.