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