Estate Planning Day 2022 | Hoosier Hills Estate Planning Council | 20 May 2022 | Monroe Convention Center, 302 S College Ave, Bloomington, IN 47403, USA
Venue
Monroe Convention Center
Monroe Convention Center, 302 S College Ave, Bloomington, IN 47403, USA
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| Event Date | Fri May 20 EDT (over 2 years ago) |
| Location |
Monroe Convention Center
302 S College Ave, Bloomington, IN 47403, USA |
| Region | Americas |
Details
This year we will also offer a public session. This will be an Introduction to Estate Planning. Our intent is to have a panel with one attorney, one CPA and one Financial Planner.
Areas of interest include:
• Legal
• Tax
• Trust
• Insurance
• Financial Planning
• Ethics
Speakers
2022 Speakers
Kathryn DeWeese
Partner, Bunger & Robertson
Thomas Pauloski
Wealth Advisor, Bernstein Private Wealth Management
Anne Curry
Attorney, Mallor Grodner
Pamela Davidson
President, Davidson Gift Design
Bonnie Dyar
Financial Representative, Bil C. Brown Associates
Cathleen Weber
LCSW
Sponsors & Partners
2022 Sponsors
PLATINUM SPONSOR:
• Hurlow
GOLD SPONSOR:
• Indiana University Foundation
SILVER SPONSORS:
• Community Foundation
• Old National Wealth Management
• Olson Company PC
MEAL SPONSOR:
• Olson Company P.C.
PUBLIC SESSION SPONSOR:
• Blue & Co., LLC.